A high-profile fund management firm in the city are looking to build their support team.

Would you say that you are a born organiser, love working in a team and dealing with clients?

Do you have exceptional attention to detail?

Do you want to make a difference, and go above and beyond?

Do you want to be valued? Use your initiative? Take charge of the administration and organisation of a team?

If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.

This job could have your name on it – we can’t think of a better place to build your career if you fit the bill.

What you’ll be doing day-to-day:

• Hours 8:30-5 and 5 days a week in the office
• Supporting Investment Management team and their clients
• Liaising with dealers and brokers
• Preparing correspondence and meeting reports
• Using CRM software
• Processing investor applications and coordinating investor processes, including KYC
• Responding to client queries and attending meetings with clients
• Managing multiple appointments within a shared diary
• Keeping files up to date
• Keeping up to date on compliance and regulation
• Arranging events, lunches and meetings
• Attending client and compliance briefings

The skills you need to bring:

• Experience and an interest in financial services
• Superb client facing skills
• Confident communication skills
• Hard-working attitude
• Strong MS Office

Posted date: 11 Jul 2024