Investment Managers Assistant
Charles Stanley & Co. Birmingham, United Kingdom
Job Description
As an Investment Managers' Assistant, you'll be a vital part of a small, busy team supporting a range of discretionary and advisory clients. This is a non-regulated, administrative role focused on ensuring the smooth operation of client accounts and investment processes.
You'll be responsible for a wide variety of tasks, from managing client records and processing documentation to liaising with internal departments and supporting compliance efforts. Your work will directly contribute to the strength of our client relationships and the efficiency of our investment managers.
Key Responsibilities
* Providing comprehensive administrative support to investment managers
* Processing incoming mail and completing dictation transcriptions
* Assisting with client account setup and maintenance, including AML documentation
* Keeping client records accurate and up to date
* Supporting the production of client suitability reports
* Liaising with clients, solicitors, accountants, and internal departments
* Monitoring new investments and resolving any issues
* Managing payments and coordinating with the accounts team
* Ensuring compliance with regulatory requirements
* Following up on new client leads and processing necessary documentation
* Supporting ad hoc projects such as Know Your Client (KYC) data collection
What We're Looking For
* Education: GCSEs (or equivalent) in Maths and English required; A-levels preferred
* Experience: Previous experience in a financial or investment environment is desirable
* Skills:
o Strong written and verbal communication
o Excellent organisational and time-management skills
o High attention to detail and accuracy
o Initiative and problem-solving mindset
o Team-oriented with the flexibility to support multiple managers
o Positive, can-do attitude and professional demeanour
Desirable but Not Essential
* Industry qualifications such as the Investment Operations Certificate
* A general understanding of the stock market and investment operations
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