Job Description
Join this dynamic and successful small investment management firm as a client support administrator in a leafy part of SW London.
We are seeking a highly organised and outgoing client support administrator to support this small investment management team with administrative tasks related to client management and onboarding such as correspondence, taking minutes during client calls, onboarding new clients and more. You will be supporting directors and partners of the business in day-to-day client management, this includes HNW clients.
You must have had experience working in a similar role before, ideally for an investment management, family office or wealth management firm.
Essential skills:• Excellent communication, analytical and organisational skills• High attention to detail with a proactive and collaborative approach
Desirable qualifications, skills and/or experience:• Minimum 2 years’ experience within the financial services industry• Proficient in Microsoft office products.• Some knowledge of investment platforms
Hybrid working, fulltime role 2-3 days in office. Competitive salary and benefits.