Investment Management Secretary / Assistant

Investment Management Secretary / Assistant City of London, London, United Kingdom
Carousel Consultancy Ltd
Posted today Full Job Description Full Job DescriptionJob DescriptionInvestment Management Secretary / Assistant- City of London / Hybrid Working - c£35k-£40k + generous benefits andbonus (DoE)Great opportunity foran Investment Management Secretary / Financial Services SecretaryA true career role with potential for development into seniorrolesProvide administrative support to investment serviceactivitiesCompetitive salary (up to £40k) and benefitspackage offeredIncredible offices, great location anddynamic and sociable environmentHybrid working - 3 days perweek in the officeOur client, a Citybased Wealth Management company, is looking for an enthusiastic,motivated and highly organised Investment Management Secretary to join them as a Desk Administrator.The role will suit someone with an interest inwealth / investment management, but please note:this is not a role with progression into an Investment Managerposition; this is an administration role with the potential to lead toSenior Desk Administrator or Investment Administration Manager roles.Although this is a financial administration basedposition, undertaking traditional ways of working, this is based in afast-paced, dynamic and forward-thinking environment. The role will beclient facing and will involve liaising with HNWIs, thereforeexcellent communication and interpersonal skills are crucial.Opportunity: Our client is awell-established, successful investment / wealth management firm,based in genuinely stunning offices near Liverpool Street station.They are extremely client-focused, with an extensive private clientbase, so they look for warm, personable and highly efficient teammembers to join them. Our client is offering a competitive salary andbenefits package for the right individual, based on experience.Key responsibilities inthis Investment Management Secretary role will include:Assisting with new client account openingprocessDrafting client reports, documentation andcorrespondenceDeveloping and maintaining clientrelationships, arranging and assisting at meetings as neededExtensive typing and filingProofreading andchecking all documentationMaintaining all records andensuring the CRM is up-to-datePreparing payment, transferand other Investment Administration formsAd hoc projectsProviding secretarial cover when necessaryAnd moreWhat we’re lookingfor:Previous relevant financialsecretary experience (ideally 2 years+)Experience of dealingwith processes and proceduresExcellent written and verbalcommunication skillsFast, accurate typing skillsDemonstrable ability to build and maintain businessrelationshipsHighly organised, methodical and meticulousnatureAnalytical and numerateAbility tomulti-task, prioritise and work to deadlinesPC literate - MSExcel, Outlook, Word (Advanced) and knowledge of PowerPointIAD qualification is advantageousDemonstrableinterest in finance - City Markets and Private Client Fund Managementis preferableAn understanding of the UK Regulatory frameworkis desirableInterested in this Investment Management Secretaryrole?This incredibly interesting role will challengethe right candidate; if this is what you’re looking for, please submityour CV ASAP, quoting ‘AE - Desk Administrator - Wealth Management’
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