Investment Management Secretary / Administrator – Bury St Edmunds / Hybrid Working – c£35k + benefits and bonus
1. 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
2. Provide administrative support to investment service activities
3. Competitive salary and benefits package offered
4. On-site parking available
5. Hybrid working – 3 days per week in the office
Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Investment Management Secretary / Wealth Management Administrator or Finance Secretary 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 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 Desk Administrator – Investment Management role will include:
6. Assisting with new client account opening process
7. Drafting client reports, documentation and correspondence
8. Developing and maintaining client relationships, arranging and assisting at meetings as needed
9. Extensive typing and filing
10. Proofreading and checking all documentation
11. Maintaining all records and ensuring the CRM is up-to-date
12. Preparing payment, transfer and other Investment Administration forms
13. Ad hoc projects
14. Providing secretarial cover when necessary
15. And more
What we’re looking for:
16. Previous relevant financial administration experience
17. c2 years experience in Investment / Wealth Management at some point in your career
18. Experience of dealing with processes and procedures
19. Excellent written and verbal communication skills
20. Fast, accurate typing skills
21. Demonstrable ability to build and maintain business relationships
22. Highly organised, methodical and meticulous nature
23. Analytical and numerate
24. Ability to multi-task, prioritise and work to deadlines
25. PC literate – MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint
26. An understanding of the UK Regulatory framework is desirable
Interested in this Investment Secretary / Desk Administrator role?
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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