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Capital Financial Markets Limited
,
London, Greater London
Reception, Secretarial & Client operations in growing Investment Management firm
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
Front of house - greeting arrivals, booking meeting rooms, managing calendar Answering telephone, taking messages - first line queries. Managing email inbox & post, managing tasks, following up Secretarial services to busy financial investment management firm. Letter writing. Producing client onboarding documents. This role will develop into helping the investment managers, onboard new clients and manage current clients. Initially the scope is to work on reception, be client facing, create tasks from incoming calls, emails and letters, methodically and help organise and plan priorities. Experience of working in a stockbrokers, investment managers or financial planners. Opportunity to take financial exams. Gym membership. Part of a growing team.