About Bentley Reid
Bentley Reid is an independently owned wealth manager based in near St James’ Park, London. We provide a range of advisory and investment management services to wealthy private clients and their families in the UK and around the world, from offices in London, Hong Kong and Malta (www.BentleyReid.com). We are looking for ambitious people to join our growing team.
About the role
Reporting to the Head of Operations, we are looking for an Investment and Business Operations Assistant to support the client and investment teams via our bespoke CRM and investment management systems. This is an entry level role with great opportunity for progression, where you will be responsible for all workflows related to business and investment activities, system data and third party relationships. There will be opportunities to help refine and shape the future business through improved process.
You will be responsible for:
• Regular and ad-hoc tasks across the investment operations system, including:
• Regular and ad-hoc tasks across the client management system, including:
• Middle office workflows including:
Ideal candidates will have a degree with up to two years employment experience. You will be a practical thinker with excellent communication skills and the ability to understand complex financial concepts. You will be interested in learning and development, as well as bringing new ideas to the growing business to support improved operational efficiencies.
You must have the right to live and work in the UK – no sponsorship is available.