Compliance/Ops Coordinator/Personal Assistant, Investment Firm, W1

Compliance/Ops Coordinator/PA, Investment Firm, W1
927274
£40,000 - £45,000 + benefits
Are you an excellent all-round Administrator/Coordinator with financial services experience?
Are you extremely organised with amazing attention to detail and do you love to own your own projects and see them through to completion?
If you looking for a role to call your own (but with guidance) that will cover multiple areas of business support – Legal & Compliance, Marketing, ESG and PA – then we’d love to hear from you!
A dynamic investment firm is growing fast and is looking for a brilliant new team member to fill this newly created role. This is an amazing opportunity to learn and grow.
What you’ll be doing day to day:
Tracking and assisting with KYC requests
Helping to arrange annual training for Compliance and ESG
Assisting with collating information for quarterly compliance monitoring meetings
Tracking regulatory returns and surveys, ensuring completed and filed on time
Assisting with ESG reporting
Helping to maintain database for investor queries
Liaising with marketing and Investor Relations teams regarding marketing material
Helping to arrange events and roadshows
Providing CIO with administrative support; including arranging meetings and travel and some inbox management
Handling expenses
The skills you need to bring:
Previous administrative experience in financial services
Meticulous attention to detail
Genuine team player approach
Desire to learn and be part of a dynamic, growing team
Advanced MS Office
Confident communication skills
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