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in pact consulting
,
Bath, Somerset
Investment Managers Assistant
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Salary: £20,000 per annum |
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Overview
Our client is one of the oldest and most respected investment companies in the UK. They are currently seeking an Investment Managers Assistant in their Bath Office with the following duties Actively supporting investment managers in their daily business across wide-ranging administrative and organisational functions. Maintain a strong relationship between the investment manager and the client. Assisting with administration of portfolios and client records, handling client queries Deal with administration for the team and identify ways of improving efficiency. Assist in all aspects of opening and maintaining client accounts, Keeping client information up to date and assisting in the production of client suitability reports. To liaise with the accounts department over cash movements and to administer payments. To ensure that compliance regulations are adhered to. Following up potential new client leads To manage occasional special projects Assist with general office tasks such as answering the phones and door, collecting and sending post as well as providing support for the smooth running of the office. You will have: Experience of working in a similar environment is preferable as is a general understanding of the stock market and investment operations. Good communication skills, both written and verbal. Highly organised, and numerate. The ability to work under pressure whilst maintaining a high level of attention to detail and accuracy is essential. A strong team player. An enthusiastic, 'can-do’ attitude, combined with a personable manner