Senior Investment Assistant

Senior Investment Assistant

Based in the City , this is an exciting permanent job opportunity working for a leading City based wealth Manager

You will be part of and help to manage a team that provides general and administrative support to Investment Investment Managers to ensure that the client receives first class service.
You will have regular contact with clients, dealing with enquiries and providing support at client meetings and be responsible for ensuring that administrative, organisational and client related tasks are completed accurately,

What we need is a Senior Administrator who is; -

Experienced in dealing with private clients
Competent at writing letters/emails to clients, providers and IFA's
Experienced with distributing workload (primarily to the Administration Assistants)
Confident with dealing with IM's and other teams within the firm
Knowledgeable in the processes of account opening, transfers, payments etc

If you are also level 4 and have experience in putting on trades that would be advantageous but not essential.


Collate & distribute account opening packs
Monitor the progress and timeliness of account opening and asset/cash transfers to meet client service standards
Deal directly with clients and their advisers to support them in resolving general queries regarding their portfolios or account opening
Maintain internal management information
Execute the trading activity ensuring that trades are input accurately and within both regulatory and internal deadlines
Liaise effectively with external custodians and providers to obtain information required for clients and their advisers

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