Investment Management Secretary - Bury St. Edmunds, United Kingdom - Carousel Consultancy

Carousel Consultancy

Verified Company

Bury St. Edmunds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid Working - c£35k + benefits and bonus

Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful team
Provide administrative support to investment service activities
Competitive salary and benefits package offered
Onsite parking available
Hybrid working 3 days per week in the office

Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised
Investment Management Secretary / Wealth Management Administrator or Finance Secretary 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 administrative 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 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.

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 uptodate
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

- c2 years experience in
Investment / Wealth Management at some point in your career

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 multitask, prioritise and work to deadlines

PC literate

MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint
An understanding of the UK Regulatory framework is desirable

Interested in this Investment Secretary / Desk Administrator role?

Job Types:
Full-time, Permanent

Salary:
£30,000.00-£35,000.00 per year

Benefits: