Based in the heart of the City, our client is a boutique private client business and you will be responsible for providing administrative support to a small team of busy individuals.

Very varied and hands-on, duties will include:

• Answering calls

• Prepping info, docs and forms

• Collating data on members’ funds for submission to Lloyds

• Liaising with Investment Managers

• Downloading reports from the Lloyds portal

• Check and chase-up documents

• Liaising with external advisors

• Dealing with partner business which provides company secretarial and accounts support

We are looking for charm, warmth and brilliant communication skills, the confidence to liaise with a wide variety of people including HNWIs, someone highly organised with bags of initiative, common sense and a flexible, muck-in attitude.

A keen eye for detail, a proactive approach and a hunger to learn are essential.

With a family feel, the team are incredibly welcoming and nurturing so if you tick the boxes and are looking for your first support role with lots of opportunity to progress then please apply now!

Generous salary and benefits package.