Team Assistant - London, United Kingdom - Investec

Investec

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets.

We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years.

But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion.

This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance.

At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Team Assistant

Location:
London

What is the team like?

An Investment Management team managing multi-asset family, pension, trust, offshore, company and charity investment portfolios, working closely with clients and advisers to deliver a high quality, bespoke service.

Role Purpose:

To help sustainably maintain and grow our client base through providing a high level of service to clients and IFAs/intermediaries we work with.

What are the key responsibilities?

To provide ongoing general administrative duties and support to the team on a timely basis
Assist with the preparation, checking, distribution and streamlining of valuation reports to clients
Preparation of client meeting packs
Undertake adhoc letters and mail shots as required
Team expenses
Organising team events, client meetings and video conferences
Liaise professionally with clients and intermediaries as required
Help set up new clients details as necessary
Prepare timely client correspondence as requested
Keep abreast of operational and administrative procedures
Ensure all activities/actions undertaken meet and comply with compliance standards, including suitability, KYC, FATCA, etc
Liaise with the appropriate departments in respect of all admin queries and amendments to client information
Help the wider team where relevant

What skills and knowledge are we seeking?

Excellent knowledge of Microsoft Word, Outlook PowerPoint and Excel
Excellent grammatical skills
Ability to learn and develop knowledge of internal systems, including Pulse and Access systems (training will be provided)
Familiarity with stock market terminology and a regulatory environment an advantage
Numerate
High attention to detail, ensuring accuracy in work
Proactive nature and keen to help clients

Any other attributes that would be helpful?

Reliable and enthusiastic individual with a strong sense of integrity
Proactive individual who is naturally efficient, conscientious, organised, can manage time well, competent at working to deadlines and keen to learn
Able to communicate at all levels and prepared to assist fellow team members in all aspects of the daytoday business
A team player who is flexible, so as to help clients, and occasionally work extra hours and is happy to work in a team environment