Role Responsibilities
Core responsibilities:
* Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements
* Supporting the Investment Manager in developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients
Following in role training:
* Account opening and closing
* Transfer of stock into accounts and payments
* Updating Avaloq with static data
* Producing excel reports via data held on Avaloq
* Support Investment Managers with preparation and administration for client pitches and meetings.
After achieving the CISI: Introduction to Securities and Investment qualification:
* When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly.
General responsibilities
* Assisting wider team with ongoing projects
* Carry out any other relevant duties within the remit of the role and as reasonably directed by management
* Contribute to efficiency improvement initiatives and sharing of best practice
* Undertake technical or any other relevant training as and when required
* Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.