- 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
- On-site parking available
- Hybrid working - 3 days per week in the office
- 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
- 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 multi-task, 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
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The Church of England Clopton, United KingdomWe Include. You Belong. Our Belonging and Inclusion Strategy aims for everyone in the National Church Institutions (NCIs) to feel that they belong, and are valued for who they are and what they contribute. Together, our people contribute in different ways towards our common pur ...
Investment Management Secretary - Suffolk, United Kingdom - Carousel Consultancy
Description
Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid - c£35k + benefits and bonus
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 role will include:
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 - Investment Management
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