Team Assistant - Trading dept - Wealth Manager
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
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
Effectiveness & Adaptability
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
- Customer Service
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