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    Investment Manager Assistant/Administrator - Southampton, United Kingdom - Charles Stanley & Co.

    Charles Stanley & Co.
    Charles Stanley & Co. Southampton, United Kingdom

    1 week ago

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    Description

    Investment Managers' Assistants are responsible for actively supporting investment managers in their daily business across wide-ranging administrative and organisational functions.

    Providing an accurate and efficient service helps maintain a strong relationship between the investment manager and the client.
    The ideal candidate will provide a high standard of administrative support to a successful investment management team.

    The candidate will be working for a small but busy team of investment managers who are responsible for a range of discretionary and advisory clients.

    This is a non-regulated position supporting a team of investment managers in looking after their clients.

    The primary role is in assisting with administration of portfolios and client records, handling client queries and liaising with the Operations department.

    While the individual will assist in the management of private client relationships, this role is primarily an administrative one.
    Deal with administration for the team and identify ways of improving efficiency.
    To assist in all aspects of opening and maintaining client accounts, including obtaining AML documentation.

    To follow the progress of new investments coming into Charles Stanley, and to follow up any problems/issues which may arise.

    To liaise with the accounts department over cash movements and to administer payments.
    To manage occasional special projects, such as collection of Know Your Client (KYC) information.
    This role is classified as an Information Provider under MiFID II Regulations, i.e.

    a person who provides information on behalf of Charles Stanley, about financial instruments, investment services and/or ancillary services to clients.

    Information Providers must also maintain their competence by undertaking Continuing Professional Development (CPD) on an annual basis.
    Educated to GCSE or equivalent level including Maths and English. For IP1, whilst not essential an industry recognised qualification such as an Investment Operations Certificate would be an advantage.

    Experience of working in a similar environment is preferable as is a general understanding of the stock market and investment operations.

    The role involves supporting a number of Investment Managers and having the flexibility to adapt to their particular styles of working is key.

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