Team Assistant in Investments (ID:10813)
In this role you will be required to assist one or more Investment Managers in effective and efficient team support whilst also supporting with the production of investment proposals.
This varied and busy role will entail:
- Providing clients and/or their agents with information and reports about their portfolio
- Completing general administrative duties such as: processing client payments, answering the phones, dealing with queries from clients and intermediaries and taking appropriate messages for the team, as well as assist with the ongoing administrative tasks around the suitability of our client’s portfolios.
- Preparing PowerPoint presentation for client meetings and collate together reports, correspondence and other relevant documentation including Investment Proposals.
- Assist the team in the quarterly and yearly distributions of valuations and tax packages for the entire client base, whilst ensuring they are completed within all relevant rules, compliance regulations and in-house policies and procedures.
Applicants will have previous experience supporting a team ideally in a financial services environment. An interest or previous exposure to investments would be desirable.
Katie Bard is acting as an agency and is an equal opportunities employer.
Katie Bard will be managing your application in accordance with the GDPR and Data Protection Act 2018. Please refer to the privacy notice on our website which will explain how we as an organisation will manage your data. If your application is successful, we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful, we will delete your application within 6 weeks and all record of your data.