Investment Assistant

  • London
  • 28000.00
  • Permanent

Are you an excellent communicator at all levels with the ability to provide support to team members when required? Do you have exceptional administration skills with a meticulous attention to detail?

Our client, a leading Wealth Management firm, is looking for an Investment Assistant to join their London team.

Your responsibilities:

  • Support investment managers in developing and maintaining client relationships
  • Deal with any of the clients’ needs and ensure their files are up to date
  • Produce and prepare draft suitability letters for investment managers
  • Deal with compliance related matters such as anti-money laundering documentation
  • Ensure all certificates are recorded and client money dealt with in line with CASS regulations
  • Deal with corporate actions, account statements, income statements, valuations, and standing orders

Your skills and experience:

  • Excellent administration skills
  • Meticulous attention to detail
  • IT competent and familiar with MS Outlook, Word, and Excel
  • Able to work unsupervised
  • Exceptional team working skills

If this sounds like you, please apply today.

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