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Team Assistant, sunderland, tyne and wear
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Client:
Location:
sunderland, tyne and wear, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
26.06.2025
Expiry Date:
10.08.2025
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Job Description:
* Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements
* Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients
* Account opening and closing
* Transfer of stock into accounts and payments
* Updating Avaloq with static data
* Producing excel reports via data held on Avaloq
* When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly
* Support Investment Managers with preparation and administration for client pitches and meetings
* Assisting wider team with ongoing projects
* Carry out any other relevant duties within the remit of the role and as reasonably directed by management
* Contribute to efficiency improvement initiatives and sharing of best practice
* Undertake technical or any other relevant training as and when required
* Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
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