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in pact consulting
,
Bath, Somerset
Investment Managers Assistant (FTC)
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Salary: £21,000 per annum |
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Overview
My client is one of the UK's longest standing Investment / Wealth Management forms who are keen to recruit a talented administrator to join their team initially on a 12 month contract. The role will involve supporting a successful Investment Manager / Team and duties will include: Assist with the administration of client portfolios and records Assist with maintaining and opening client accounts ensuring client records are accurate and up to date Assisting with the production of client reports Liaising directly with clients and intermediaries such as accountants and solicitors Administering payments and liaising with the accounts department re cash movements Ensuring that records are compliant Helping with general office tasks Applicants are likely to be A'level educated with strong communication skills and ideally some form of Administration experience from the Investment / Financial Services sector. You will possess a good degree of initiative, a keen eye for detail and the ability to adapt your approach according to the Manager that you are supporting. This is a great opportunity to build your administration experience in the Investment / wealth management sector with one of the UK's most respected independent firms.