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Investment desk assistant

Taunton
Assistant
Posted: 15 October
Offer description

Looking for a varied investment / administration role that will keep you busy and challenged? Fascinated by Finance and looking for a career in a growing company? If you’re a natural with numbers, IT system savvy, and surprisingly good with spreadsheets, then this could be the perfect role for you… Our friendly Investment Administration team need some extra help. If you have great attention to detail, and pride yourself on your admin and customer service skills, then we’d love to hear from you. ​ Where do you fit in? Working closely with our Exeter admin team, you’ll prepare client information packs, respond to calls and emails and action admin requests from our Investment Managers. You’ll set up and progress new client accounts, along with keeping records updated, so accuracy is essential. You’ll get to showcase your advanced word and excel skills, and create regular mail merges, in addition to meeting and greeting visitors and keeping office supplies stocked up. With lots to learn and training on offer, y ou’ll play a vital part in our team, ensuring that our clients receive a great service. ​ What’s in it for you? A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity The opportunity to learn with a friendly, expanding, award winning business You’ll be based from our Taunton office, with hybrid working available ​ What do you need to be successful? Admin experience, accuracy and attention to detail are all a must. (Experience within an FCA regulated company would be great, otherwise we’re happy to train you) Friendly and helpful, you’ll have excellent communication and people skills, a high degree of literacy and numeracy, and be confident with Word, Excel, and mail merges The drive to make an impact. You’ll use your initiative and won’t be afraid to ask questions. Your contribution will ensure the success of both your team and our business We work 8.30am – 5pm, Monday to Friday. Following the successful completion of your training period, hybrid working is available. To discover more about a career with us, please visit - www.hawksmoorim.co.uk/about-us/join-our-team/ We are committed to equality of opportunity for all, we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees. No Agencies Please

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