Job Description
Are you highly organised, detail-oriented, and passionate about delivering exceptional client service? We’re looking for a proactive and collaborative Investment Managers’ Assistant to support a dynamic team of Investment Managers and Advisors. This is a fantastic opportunity to grow your career in investment services, with potential for professional development through industry qualifications.
What You’ll Be Doing:
* Provide high-quality administrative support to ensure smooth team operations.
* Collaborate across departments and help onboard and train new team members.
* Manage client account setup and documentation, including AML and financial records.
* Maintain accurate client records and assist with suitability reports and reviews.
* Monitor investment progress and help resolve operational issues.
* Coordinate cash movements and payments with Accounts.
* Ensure compliance through diligent record-keeping and documentation.
* Support client onboarding and prepare for meetings and events.
* Contribute to projects such as client events and KYC data gathering.
What We’re Looking For:
Essential:
* GCSEs (or equivalent), including Maths and English.
Preferred:
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