At a Glance
- Tasks: Support client onboarding and manage documentation in a fast-paced environment.
- Company: Reputable investment management firm in the vibrant West End.
- Benefits: Hybrid working, competitive salary, and strong career progression opportunities.
- Other info: Dynamic role with opportunities to work on diverse cases and build lasting relationships.
- Why this job: Join a collaborative team and kickstart your career in investment management.
- Qualifications: Degree educated with strong administrative skills and client communication experience.
The predicted salary is between 35000 - 35000 £ 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
Sales Administrator - West End - Hybrid - Up to £35,000 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 flexibility of hybrid working, allowing you to balance your professional and personal life while contributing to a specialist tax-focused team.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Administrator - West End - Hybrid - Up to £35,000
✨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 services 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 Sales Administrator - West End - Hybrid - Up to £35,000
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your administrative skills and any relevant experience in financial or professional services to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Operations Assistant role. Share specific examples of how you've managed client documentation or handled complex administrative tasks in the past.
Show Off Your Communication Skills:Since this role involves liaising with clients and senior stakeholders, make sure to demonstrate your confident communication style in your application. We want to see how you can engage effectively with different audiences!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Wisemay
✨Know Your Stuff
Make sure you understand the basics of investment management and the specific role of an Operations Assistant. Brush up on compliance and AML requirements, as these are crucial for the position. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Skills
Prepare examples from your past experiences that highlight your strong administrative skills and attention to detail. Think of situations where you managed client documentation or handled complex instructions. This will help demonstrate your capability to handle the varied workload expected in this role.
✨Practice Your Communication
Since you'll be liaising with clients and senior stakeholders, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to get comfortable speaking about your experiences and answering questions on the spot.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the onboarding process for new clients, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
