Job Purpose
The Investment Managers’ Assistant plays a vital role in supporting a team of Investment Managers by delivering high-quality administrative and organisational support. This role ensures the smooth running of day-to-day operations and contributes to maintaining strong, professional relationships with clients.
The successful candidate will join a small but dynamic team managing a diverse portfolio of discretionary and advisory clients. While this is a non-regulated position, it is integral to the effective administration of client portfolios and the delivery of exceptional client service.
Key Responsibilities
* Provide comprehensive administrative support to Investment Managers.
* Maintain a clean, organised, and well-stocked office environment.
* Manage incoming and outgoing post (DX and Royal Mail), including franking and logging.
* Coordinate printer maintenance and stationery supplies, including marketing materials and account opening forms.
* Handle telephone calls professionally, taking messages and recording notes on client files.
* Maintain key records and logs (e.g., Health & Safety, Financial Promotions, Complaints).
* Transcribe dictation and manage document scanning, shredding, and photocopying.
* Prepare documentation and materials for client meetings, including refreshments and client reception.
* Assist with onboarding new clients, including AML documentation and account setup.
* Ensure timely production and dispatch of client valuations in line with regulatory requirements.
* Liaise with internal departments (e.g., Operations, Accounts) to support client transactions and queries.
* Maintain accurate and up-to-date client records and assist in the preparation of suitability reports.
* Monitor and follow up on new investments and client account activity.
* Support the processing of payments, including foreign currency transactions.
* Manage client files throughout their lifecycle, ensuring compliance with regulatory standards.
* Assist with probate valuations and sales.
* Support occasional projects such as Know Your Client (KYC) data collection.
* Subject to qualifications and experience, assist with:
o Preparing client reports and investment recommendations.
o Executing transactions (buys/sells), CGT calculations, and valuation histories.
o Responding to corporate actions and notifying clients accordingly.
Qualifications & Experience
* Minimum GCSEs (or equivalent) in Maths and English; A-levels preferred.
* For IP1: An industry-recognised qualification (e.g., Investment Operations Certificate) is advantageous.
* For IP2: An industry-recognised qualification is essential.
* Previous experience in a financial services or investment environment is preferred.
* A general understanding of the stock market and investment operations is desirable.
Skills & Attributes
* Excellent written and verbal communication skills.
* Strong organisational skills and attention to detail.
* Ability to work under pressure and manage multiple tasks efficiently.
* Proactive approach to problem-solving and task ownership.
* Team-oriented with the flexibility to support multiple Investment Managers.
* Positive, professional, and client-focused attitude.
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