At a Glance
- Tasks: Support client onboarding and manage documentation in a fast-paced investment environment.
- Company: Reputable investment management firm located in the vibrant West End.
- Benefits: Hybrid working, strong career progression, and a collaborative team culture.
- Other info: Opportunity to work closely with clients and senior stakeholders.
- Why this job: Join a dynamic team and kickstart your career in investment management.
- Qualifications: Degree educated with strong admin skills and a passion for finance.
The predicted salary is between 30000 - 40000 £ per year.
Wise May are working with a regarded Investment Management firm based in the West End, who are looking to hire an Operations Assistant to join their Client Services (Tax) team. This is a fantastic opportunity to join a collaborative, fast-paced environment with excellent long-term progression. The role offers a blend of administration, client interaction, and technical onboarding within a specialist tax-focused team supporting both personal and business investment clients. This is a full-time, permanent role. The hybrid working arrangement is 3 days in the office and 2 from home.
Operations Assistant duties and responsibilities:
- Supporting the onboarding of new clients, ensuring all compliance and AML requirements are met
- Managing client documentation, including scanning, processing post, and maintaining accurate records
- Performing data entry and updating internal systems
- Handling more complex administrative instructions such as client withdrawals, transferring investments between family members and supporting cases involving bereavements
- Liaising with internal stakeholders and senior team members to progress cases
- Speaking with clients to request information, provide updates, and follow up on outstanding requirements
- Ensuring all work is completed in line with strict regulatory and compliance standards
Operations Assistant key skills and experience required:
- Degree educated (2:1 or above preferred)
- Previous experience within financial or professional services is desirable
- Strong administrative skills with excellent attention to detail
- Confident communicator, comfortable speaking with clients and senior stakeholders
- Organised, proactive, and able to manage a varied workload
- Keen to build a long-term career within investment management / finance
- Adaptable and able to work under pressure
Company Benefits Include:
- Hybrid working (3 days office / 2 remote)
- Strong long-term career progression within a growing investment firm
Investment Services Operations Assistant — Hybrid & Client Onboarding employer: Wisemay
Join a respected Investment Management firm in the vibrant West End, where you will thrive in a collaborative and fast-paced environment. With a strong focus on employee growth, this role offers excellent long-term career progression and the unique advantage of a hybrid working model, allowing you to balance your professional and personal life effectively while contributing to a specialist tax-focused team.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Services Operations Assistant — Hybrid & Client Onboarding
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to client onboarding and compliance. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed complex tasks or projects. This will demonstrate your ability to handle the varied workload expected in the Operations Assistant role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Investment Services Operations Assistant — Hybrid & Client Onboarding
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant experience in financial or professional services, and don’t forget to showcase your strong administrative skills and attention to detail.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in the Operations Assistant role and how your background makes you a great fit. Be sure to mention your enthusiasm for client interaction and your desire to build a long-term career in investment management.
Showcase Your Communication Skills:Since this role involves liaising with clients and senior stakeholders, make sure your written application demonstrates your confident communication style. Use clear and concise language, and don’t shy away from showing a bit of your personality!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets noticed. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Wisemay
✨Know Your Stuff
Make sure you understand the basics of investment management and client onboarding. Brush up on compliance and AML requirements, as these are crucial for the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Skills
Prepare examples from your past experiences that highlight your strong administrative skills and attention to detail. Think about times when you managed complex tasks or communicated effectively with clients and stakeholders. This will help demonstrate your fit for the role.
✨Ask Smart Questions
Come prepared with questions that show your interest in the company and the role. Ask about the team dynamics, the onboarding process for new clients, or how they ensure compliance standards are met. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm values collaboration and a good cultural fit, so being genuine can help you connect with your interviewers. Show them why you'd be a great addition to their team!
