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Administrative Assistant - Wealth Management
Meraki Talent is delighted to support one of the UK’s leading Investment & Wealth Management firms in hiring an Administrative Assistant. This role offers a fantastic opportunity for a confident and detail-oriented individual to join a highly regarded firm that prioritizes client experience and professional excellence.
Key Responsibilities
1. Open client accounts in accordance with AML and internal compliance regulations.
2. Process and monitor changes to client information and account amendments.
3. Assist with portfolio transfers and internal account transactions.
4. Review and collate Capital Gains Tax (CGT) information.
5. Process account closures and maintain up-to-date client records.
6. Support internal meetings and contribute to process improvements.
7. Respond to incoming calls, take clear messages, and serve as a professional first point of contact.
8. Provide ad hoc administrative support, including reception duties and meeting preparation.
Candidate Specification
* Experience in a similar administrative role within Financial Services, Investment, or Wealth Management.
* Strong understanding of regulatory requirements and compliance procedures.
* Knowledge of investment products and services is advantageous.
* Proactive approach to learning and problem solving.
* Excellent organizational and communication skills.
* GCSEs in English & Maths (A–C) or equivalent qualifications.
This is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. You’ll be joining a collaborative and professional team that supports personal development.
If you are interested in this role, please contact Nick Nikitin at [emailprotected].
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