Job description
IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM who now require an additional Investment Management Administrator to join their Leeds based offices.
As a newly created role, you will be responsible for assisting the Investment Management team in various aspects.
What's in it for you?
1. A genuine pathway for progression
2. Exposure to high-net-worth private clients including entrepreneurs, business owners and charities
3. Become an integral part of the office and be a key decision maker within your role, receiving autonomy whilst working with an open-minded leadership team
4. Work in the heart of Leeds, just a few minutes' walk from the train station
As part of a small and close-knit office and a wider, national team, there is a strong work-ethic and a collaborative mindset which is also demonstrated by their engagement in regular sociable activities outside of work.
The ideal candidate;
5. Experience within a wealth management/financial services environment within the administrative teams
6. Enthusiastic and confident individual, comfortable liaising with internal stakeholders and external clients
7. A strong numerical background
8. A genuine interest within the financial services industry
Key responsibilities of the role include;
9. Preparing meeting and presentation documents
10. Ensuring all client verification is up to date and maintained
11. On-boarding and suitability processes
12. Liaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of funds
13. Diary management for the Senior Investment Directors
Due to the nature of the role, the successful candidate will be office based Monday-Thursday.
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