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    Wealth Management Desk Administrator - London, United Kingdom - Carousel Consultancy

    Carousel Consultancy
    Carousel Consultancy London, United Kingdom

    3 weeks ago

    Default job background
    Description

    Wealth / Investment Management Desk Administrator - City of London / Hybrid Working - c£40k-£45k + generous benefits and bonus (DoE)

    • Great opportunity for a Client Services Executive / Investment Management Administrator / Desk Assistant
    • A true career role with potential for development into senior roles
    • Provide administrative support to investment service activities
    • Competitive salary (up to £45k) and benefits package offered
    • Incredible offices, great location and dynamic and sociable environment
    • Hybrid working - 3 days per week in the office
    Our client, a City based Wealth Management company, is looking for an enthusiastic, motivated and highly organised Investment Management Administrator / Wealth Management Assistant / Finance Secretary or Client Services Executive to join them as a Desk Administrator.
    The role will suit someone with an interest in wealth / investment management, but please note: this is not a role with progression into an Investment Manager position; this is an administration role with the potential to lead to Senior Desk Administrator or Investment Administration Manager roles.
    Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced, dynamic and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial.
    Opportunity: Our client is a well-established, successful investment / wealth management firm, based in genuinely stunning offices near Liverpool Street station. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience.
    Key responsibilities in this Desk Administrator - Investment Management role will include:
    • Assisting with new client account opening process
    • Drafting client reports, documentation and correspondence
    • Developing and maintaining client relationships, arranging and assisting at meetings as needed
    • Extensive typing and filing
    • Proofreading and checking all documentation
    • Maintaining all records and ensuring the CRM is up-to-date
    • Preparing payment, transfer and other Investment Administration forms
    • Ad hoc projects
    • Providing secretarial cover when necessary
    • And more
    What we're looking for:
    • Previous relevant financial administration experience (ideally 2 years+)
    • Experience of dealing with processes and procedures
    • Excellent written and verbal communication skills
    • Fast, accurate typing skills
    • Demonstrable ability to build and maintain business relationships
    • Highly organised, methodical and meticulous nature
    • Analytical and numerate
    • Ability to multi-task, prioritise and work to deadlines
    • PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint
    • IAD qualification is advantageous
    • Demonstrable interest in finance - City Markets and Private Client Fund Management is preferable
    • An understanding of the UK Regulatory framework is desirable
    Interested in this Wealth Management Desk Administrator role?
    This incredibly interesting role will challenge the right candidate; if this is what you're looking for, please submit your CV ASAP, quoting 'AE - Desk Administrator - Wealth Management
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