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|Sector||Investment & Middle Office|
We are seeking an investment assistant for an exciting new opportunity with a leading Wealth Manager here in London. You will provide general and administrative support to Investment Partners and/or Investment Managers to ensure that the client receives first class service.
- Assist the team with all aspects of client contact to support them (and their advisers) in resolving general queries regarding their portfolios or account opening
- Ensures that all current/new client account data is complete, up-to-date and accurate at all times.
- Point person for account opening
- Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided
- Previous experience within Wealth Management preferred
- Takes initiative for their own work
- Readily assists the team and the Firm in achieving its objectives
- Good working knowledge of the Microsoft Office suite of products. (Word, Excel & PowerPoint)
- Some knowledge of front office systems (e.g. Figaro, Bloomberg; Factset) preferable
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