Secretary - Investment Mangement

Posted 9 April by Drew Chapman Search and Selection Easy Apply Featured

Due to a promotion internally, the opportunity has arisen to join a successful and reputable Investment Management company, based in the city, as an Investment Managers Secretary.

The main focus of the role is as follows:

  • Assisting with the preparation and formatting of client letters and portfolio reviews
  • The preparation of Discretionary Transaction Reports and Investment Advice letters
  • The preparation of Investments Schemes and Probate Valuations
  • The organisation of monthly statements for income beneficiaries
  • The maintaining of investment advice comments and paragraphs for future reference
  • Assisting with client orders
  • Assisting with client meetings
  • Telephone support, assisting with answering emails, desk cover and assisting with the day to day running of the business
  • Assisting with new client account opening forms and overseeing their inception
  • To assist in the collation of KYC and Money Laundering documentation
  • Liaison with share Registrars and the Back-Office Team
  • To assist with Scanning and Filing
  • Client liaison and helping to maintain a high level of client service

In order to be considered for this position, suitable applicants must possess the following:

  • Extensive computer skills including good typing skills and thorough knowledge and experience of Microsoft Office Products
  • Good interpersonal skills in handling clients and colleagues alike
  • To work effectively as part of a Team
  • Organisational skills to include good timekeeping, attention to detail and self-discipline
  • Resilient and able to work in a fast paced, pressurised environment
  • Capable of taking responsibility for own work and actions, as well as showing initiative and resourcefulness
  • A high level of written and verbal communications skills
  • Ability to communicate well at all levels, including prioritising any workload

Apply today for further information!

Reference: 34860193

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