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    Assistant Team Administrator - Birmingham, United Kingdom - Investec Wealth & Investment UK

    Investec Wealth & Investment UK
    Investec Wealth & Investment UK Birmingham, United Kingdom

    1 week ago

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    Description

    The role is a hybrid role, combining both Reception and Administration duties - as such, the role would entail interacting with all our colleagues and their clients, as well as any external parties.

    The successful candidate will be part of the Investment Management team and will directly support the Administration Support team and the Investment Managers.

    This is an office based role, with the successful candidate required to be in the office 5 days per week (Monday to Friday).

    Operation of Telephone Switchboard, help with queries, take messages and transfer calls as necessary


    • Arrange couriers and taxis as required
    • Organise video conferences between offices and external contacts
    • Ordering and sorting hard copy client documents/literature
    • Provide administrative support to Investment Managers, IM Administration – such as: mail merges, generating reports, producing client packs, account opening, and ad-hoc client management (for example, data amendments, payments out, transfers and closures)
    • Ensure compliance with regulatory and organisational requirements/ procedures at all times e.g. suitability, KYC, FATCA.
    • Proficient in Microsoft Office (Word, Outlook and Excel)
    • The successful candidate will have a proactive and flexible attitude to work in response to changing workloads and deadlines within the teams.

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