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

Carousel Consultancy
Carousel Consultancy
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Wealth / Investment Management Desk Assistant - 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 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 (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 multitask, 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 Desk Administrator role?

Job Types:
Full-time, Permanent


Salary:
£40,000.00-£45,000.00 per year


Benefits:


  • Company pension
  • Life insurance
  • Private dental insurance
  • Private medical insurance
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Application question(s):

  • Do you have relevant experience in a similar Wealth / Investment Management or Financial Client Services role?

Work authorisation:

  • United Kingdom (required)

Work Location:
Hybrid remote in London


Reference ID:
AE - WMA01
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