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Team Assistant to Investment and Wealth Managers
We are looking for a Team Assistant to support one of our Adviser teams based in Mayfair, providing administrative support to the Adviser team - comprising of Investment Managers and Wealth/Financial Planners - and assist with the delivery of a high quality service to our clients.
Key AccountabilitiesProviding full administrative support to the Investment Managers and their teams in their day-to-day duties. This will include, but not limited to, co-ordinating account opening for clients, preparing client meetings, assisting with client communications, reviewing debt reports, submitting cash journals, ISA subscriptions and SIPP contributions, actioning payment requests for clients and initiating and monitoring transfer requests.Providing full administrative support to the Wealth Planning team in their day-to-day duties. This will include, but not limited to, preparation and dispatch of documents to clients or provider, processing returned documents such as Letters of Authority and liaising with third parties to obtain client information via either email or phone.Answering calls and either answering the query, provide assistance, or direct the call to the appropriate Adviser.Diary management.Post duties.Liaising with other teams as required.Any other administrative duties that may arise within the business.
Key CompetenciesGetting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;Customer Service: Positive attitude to find solutions in line with FCA principles; Uses customer feedback to improve service;Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; andTeam Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.Candidate ProfileGood standard of education, particularly in Maths and EnglishPrevious office experience with a professional services environmentPrevious experience of working in an Investment Management or Wealth Management is essential Will possess a client focus and concern for qualityWill be a highly organised individualWill be highly professionalA diligent worker with a high level of attention to detailContractual Hours9.00am to 5.30pm, Monday to FridayFlexibility to work later on occasions when required, such as tax year-end
