6-month FTC Administration Assistant

A well-established and reputable investment management firm is known for its commitment to acting responsibly and delivering tailored wealth management services, is looking for a detail-oriented 6-month FTCAdministration Assistant to support their London Investment Management.

With a focus on long-term sustainability and exceptional client care, they offer a supportive and forward-thinking work environment. This is a pivotal role ensuring smooth day-to-day operations and delivering top-notch client service.

Key Duties:

• Obtain and review CGT information
• Internally transfer holdings between accounts
• Process and monitor account closures
• Contribute to support staff meetings, suggesting improvements to procedures and processes
• Respond promptly to telephone calls, take and pass on clear messages, and project a positive image of the organisation
• Provide ad hoc administration support, including reception cover as required, including answering calls, welcoming guests, and preparing for meetings
• Facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring accuracy of data

Your Skills and Experience:

• Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry
• Understanding of the regulatory environment in which they operate
• Understanding of the products and services the firm provides
• Be proactive in seeking opportunities to gain knowledge and understanding to aid the ability to complete the role to a high standard
• Grades A-C at GCSE or equivalent in English and Maths

Perks and Benefits:

• 10% pension contribution
• Opportunity to engage in companywide committees
• Opportunity to provide meaningful input in project work such as testing new systems and processes
• Opportunity to be involved in pilot projects to challenge the way things are currently done

Job Title: Administration AssistantIndustry: Investment ManagementLocation: LondonSalary:£30,000 - £35,000

REF: 9483

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Additional Information:If you do not hear from us within 7 working days, please assume that your application has not been successful on this occasion. However, we may retain your details for future opportunities that match your skills and experience.