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Your new company
Working for a national company with this role being based in Exeter.
The salary is 25k and this is a full-time permanent role.
**Please note once starting this role, there is an exam which needs to be completed within a year of you starting to enable you to get a qualification to advance you within the role. The exam is multiple choice. The exam is paid for by the organisation.
Your new role
The ideal candidate will provide a high standard of administrative support for a successful investment management team. The candidate will be working for a small but busy team of investment managers who are responsible for a range of discretionary and advisory clients.This is a non-regulated position supporting a team of investment managers in looking after their clients. The primary role is assisting with the administration of portfolios and client records, handling client queries and liaising with the Operations department. While the individual will assist in the management of private client relationships, this role is primarily an administrative one.Key areas of responsibility:
- Assisting in the provision of a full range of administrative services for the team.
- Arranging for printer repairs and maintenance.
- Ensuring that the office always has adequate stationery, including the most recent account opening forms and other marketing stationery.
- Answering the telephone and transferring calls / taking messages and recording telephone notes on client files.
- Maintaining records such as the H&S log, Financial Promotions log, Safe log, Complaints log.
- Scanning, shredding and photocopying documentation when required.
- Preparing, printing, and providing managers with the documentation required for meetings.
- Preparing meeting refreshments, including meeting & greeting clients upon arrival.
- Keeping client information up to date and assisting in the production of client suitability reports. Such roles may well involve communicating directly with clients, and intermediaries such as solicitors and accountants.
- To liaise with the accounts department over cash movements and to administer payments, including currency payments.
- Setting up, closing and managing client files, ensuring all information is up-to-date and accurate.
- Responding to corporate actions, including notifying clients.
- Preparing documentation for potential new clients
What you'll need to succeed
Strong administration experience (5 years plus)
Someone who is able to juggle multiple tasks at once Good attention to detailAbility to use your own initiative
What you'll get in return
Excellent salary
Annual bonus
Excellent benefits including Bupa Health Care
Good pension scheme - 10% non-contributory
A holiday loyalty scheme starts at 25 days plus bank holidays, but increases with time served with the company, up to 27 days plus bank holidays!
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
