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SalaryAre you a recent degree graduate with a passion for finance and clients with 6 months of administration experience or Team Assistant knowledge?
Look no further! ISE Partners is seeking enthusiastic degree-educated individuals to join an innovative finance firm in the heart of Central London.
Position: Portfolio ManagementTeam Assistant
Location: Central London Salary: £28,000 - £30,000 and above
Our Client: Prides itself on being a dynamic and client-centric finance firm where continuous learning is celebrated. Joining their team means being part of an environment that encourages creativity, innovation, and teamwork. ISE Partners are seeking recent graduates with A Level Maths, strong Team Assistant and admin skills, and a keen interest in finance and clients to contribute to their ongoing success.
What You'll Be Doing:
Client Onboarding and Processes:
- Crucial role in client onboarding, KYC, and suitability processes.
- Ensure accurate preparation, completion, scanning, and filing of client documentation.
- Prepare meeting and presentation documents to showcase the portfolio offerings.
Portfolio Management:
- Run valuations for clients quarterly.
- Keep client verifications up-to-date and well-maintained.
- Collaborate with Compliance to ensure actions align with guidelines and compliance standards.
Client Interaction:
- Liaise with the Client Administration team for accurate loading and maintenance of client data.
- Communicate with clients and intermediaries, taking instructions on portfolio matters.
- Instruct payments on behalf of clients after verification checks and identity confirmation.
Additional Responsibilities as Assistant to the Portfolio Managers:
- Manage diaries, travel arrangements, and expense claims.
- Handle correspondence with clients, including quarterly valuations.
- Address client queries and calls, ensuring thorough documentation for client files/CRM records.
General Responsibilities:
- Provide ad-hoc Reception cover as required.
Your Skills and Behaviours:
- Excellent verbal and written communication skills.
- IT literate with strong organizational and attention-to-detail capabilities.
Risk & Culture:
- Implement short and long-term strategies in line with the firm's vision.
- Demonstrate ethical, open, and honest behaviour in line with a positive culture and values.
- Display passion, drive, and determination for excellence consistently.
- Encourage independent, creative thinking, innovation, and the power of teamwork.
- Act as a mentor, fostering a collaborative and team-oriented culture.
- Promote a friendly, inclusive, and diverse workplace, treating everyone with fairness and respect.
- Make risk-based decisions with good faith, sound judgment, and compliance with regulatory requirements, always acting in the best interests of the firm and its clients.
What is in The Offer:
- Competitive salary of £28,000 - £30,000 and above.
- Working Hours: 8.00 am - 4:30 pm.
- Excellent benefits package.
- Stylish office environment.
- In Central London.
