- Tracking and assisting with KYC requests
- Helping to arrange annual training for Compliance and ESG
- Assisting with collating information for quarterly compliance monitoring meetings
- Tracking regulatory returns and surveys, ensuring completed and filed on time
- Assisting with ESG reporting
- Helping to maintain database for investor queries
- Liaising with marketing and Investor Relations teams regarding marketing material
- Helping to arrange events and roadshows
- Providing CIO with administrative support; including arranging meetings and travel and some inbox management
- Handling expenses
- Previous administrative experience in financial services
- Meticulous attention to detail
- Genuine team player approach
- Desire to learn and be part of a dynamic, growing team
- Advanced MS Office
- Confident communication skills
Compliance/Ops Coordinator/Personal Assistant, Investment Firm, W1 - Central London, United Kingdom - Aldrich & Company Limited
Description
Compliance/Ops Coordinator/Personal Assistant, Investment Firm, W1
927274
£40,000 - £45,000 + benefits
Are you an excellent all-round Administrator/Coordinator with financial services experience?
Are you extremely organised with amazing attention to detail and do you love to own your own projects and see them through to completion?
If you looking for a role to call your own (but with guidance) that will cover multiple areas of business support – Legal & Compliance, Marketing, ESG and PA – then we'd love to hear from you
A dynamic investment firm is growing fast and is looking for a brilliant new team member to fill this newly created role. This is an amazing opportunity to learn and grow.
What you'll be doing day to day:
The skills you need to bring: