Investment Assistant - 4 days WFH - Wonderful Family-Run Wealth Management Firm (ID:17276)
An exceedingly successful family-run private wealth management firm is looking for a highly organised Investment Assistant to join their close-knit team. This charming team of three wealth managers need someone they can trust to keep on top of them and ensure the smooth running of the office and its processes.
Only needing to be in the office one day a week, the role could be full-time, or 4 days a week, or 4 days a week worked over 5 days – for the right person, they are totally flexible.
A lynchpin position, duties include:
- Inbox Management
- Diary Management
- Client liaison and administration (payment requests/onboarding paperwork etc)
- Meeting management and preparation
- Following up on meetings
- Maintaining the new CRM system and actioning data
The successful candidate will be self-assured and confident, positive with a great sense of humour, as well as articulate and able to take charge when needed. You will be highly organised, have strong written and verbal communication skills and high attention to detail, be an excellent relationship builder with anyone and everyone, and be absolutely discreet. They need someone who will take initiative and chase what needs chasing, but also be understanding and accommodating to any last-minute changes that may crop up. This role specifically requires previous experience in wealth management, with 8+ years of administrative experience. A family-feel environment, personality is key.
This really is a fantastic opportunity to work with a small band of wonderful, compassionate, understanding and funny people, with immense flexibility – a truly one-of-a-kind role!
Currently interviewing, apply now.