Investment Managers Assistant
Charles Stanley & Co. Wells, United Kingdom
Job Description
Job Purpose:
Investment Managers' Assistants support investment managers in administrative and organisational functions to maintain strong client relationships. The role involves portfolio administration, client record management, handling queries, and liaising with the Operations department. This is an administrative support position for a team managing discretionary and advisory clients.
Key Responsibilities:
* Provide administrative services for the team.
* Maintain office tidiness and stationery supplies.
* Handle post and document processing.
* Answer calls, take messages, and record notes.
* Maintain logs (H&S, Financial Promotions, Safe, Complaints).
* Scan, shred, photocopy documents.
* Prepare documentation for meetings and client communications.
* Arrange meeting refreshments and greet clients.
* Ensure timely production and dispatch of valuations.
* Adhere to regulatory compliance and promote a compliance culture.
* Identify efficiency improvements.
* Update client information and assist with suitability reports.
* Follow up on new investments and liaise with the accounts department.
* Manage client files and ensure accuracy.
* Support special projects like KYC collection.
* Prepare documentation for potential clients.
* Provide MI support for client suitability processing.
Qualifications & Experience:
* GCSEs including Maths and English; A levels preferred.
* Investment Operations Certificate or similar qualification is advantageous.
* Experience in a similar environment and understanding of the stock market is preferred.
Knowledge & Skills:
* Strong communication skills, both written and verbal.
* Highly organised and numerate.
* Ability to work under pressure with attention to detail.
* Proactive problem-solving skills.
* Team player with adaptability to different working styles.
* Enthusiastic and personable attitude.
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