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Team Assistant - Trading dept - Wealth Manager

Team Assistant - Trading dept - Wealth Manager

Posted 14 July by Nelson Scott LLP
Easy Apply Ended

This leading UK Wealth and Investment Manager requires a Team Assistant to provide administration services and general support for their trading team.

It is essential that are a graduate with 2 to 3 years administration experience from a Wealth / Investment Management or Financial Services sector

Key Accountabilities

Assist investment managers in team as required

Provide reception service; meeting and greeting clients

Coordinate client communication; calls / messages / forward on as necessary

Organise meetings and functions, including provision of refreshments as required

Help investment managers prepare for meetings, for example collating new client packs or printing portfolios

Compose letters and emails

Mail merge work for marketing letters

Updating Figaro (client database) and other client facing administration including client payments, contract notes and monitor client debts

Coordinate account opening and transfers ensuring clients have correctly filled out the appropriate paperwork. Monitor transfers and liaise with relevant parties.

Typing of meeting / phone call notes into in-house client data management system (CRM)

Deal with the post - open / distribute in the morning and stamp / take to the post box in the evening

Filing and ordering stationery

Assist and coordinate marketing initiatives for example organise flyers to be printed

Competencies / Skillset

Getting things done

Communication & Sharing Knowledge

Customer Service

Effectiveness & Adaptability

Team Working

Good standard of computer literacy, particularly in Excel, Word and Outlook

Excellent attention to detail

Methodical and organised

Ability to prioritise

Ability to work under pressure

Qualifications / Experience Required

Degree with 2 /3 years adminstation experience from within the Financial Services sector

Required skills

  • Administrative
  • Customer Service
  • Data
  • Investments
  • Reporting

Reference: 42670791

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