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:
* A-Levels or equivalent qualifications.
* Industry certifications (e.g. Investment Operations Certificate) are a plus.
* Experience in investment operations or a similar administrative role.
* General understanding of financial services and the stock market.
Skills & Attributes:
* Excellent written and verbal communication.
* Strong typing skills (dictation transcription is a bonus).
* Highly organised, numerate, and detail-focused.
* Calm under pressure with a proactive mindset.
* A collaborative team player with a flexible approach.
* Able to manage and prioritise workload independently.
* Positive, personable, and professional with a good sense of humour.
Why Join Us?
You’ll be part of a supportive, inclusive, and professional team where your contributions truly matter. We value initiative, collaboration, and continuous learning—and we’re committed to helping you grow.
We welcome applicants from all backgrounds and experiences. If you’re excited by this opportunity but don’t meet every requirement, we still encourage you to apply. Your potential and passion matter most.
Raymond James is committed to being an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.