Wealth Management Assistant

Wealth / Investment Management Desk Assistant - City of London / Hybrid Working - c£40k-£45k + generous benefits and bonus (DoE)

• Great opportunity for a Client Services Executive / Investment Management Administrator / Desk Assistant
• A true career role with potential for development into senior roles
• Provide administrative support to investment service activities
• Competitive salary (up to £45k) and benefits package offered
• Incredible offices, great location and dynamic and sociable environment
• Hybrid working - 3 days per week in the office

Our client, a City based Wealth Management company, is looking for an enthusiastic, motivated and highly organised Investment Management Administrator / Wealth Management Assistant / Finance Secretary or Client Services Executive to join them as a Desk Administrator.

The role will suit someone with an interest in wealth / investment management, but please note: this is not a role with progression into an Investment Manager position; this is an administration role with the potential to lead to Senior Desk Administrator or Investment Administration Manager roles.

Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced, dynamic and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial.

Opportunity: Our client is a well-established, successful investment / Wealth Management firm, based in genuinely stunning offices near Liverpool Street station. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience.

Key responsibilities in this Desk Administrator / Assistant - Wealth Management role will include:

• Assisting with new client account opening process
• Drafting client reports, documentation and correspondence
• Developing and maintaining client relationships, arranging and assisting at meetings as needed
• Extensive typing and filing
• Proofreading and checking all documentation
• Maintaining all records and ensuring the CRM is up-to-date
• Preparing payment, transfer and other Investment Administration forms
• Ad hoc projects
• Providing secretarial cover when necessary
• And more

What we’re looking for:

• Previous relevant financial administration experience (ideally 2 years+)
• Experience of dealing with processes and procedures
• Excellent written and verbal communication skills
• Fast, accurate typing skills
• Demonstrable ability to build and maintain business relationships
• Highly organised, methodical and meticulous nature
• Analytical and numerate
• Ability to multi-task, prioritise and work to deadlines
• PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint
• IAD qualification is advantageous
• Demonstrable interest in finance - City Markets and Private Client Fund Management is preferable
• An understanding of the UK Regulatory framework is desirable

Interested in this Wealth Management Desk Assistant role?

This incredibly interesting role will challenge the right candidate; if this is what you’re looking for, please submit your CV ASAP, quoting 'AE - Desk Administrator - Wealth Management’