Job Description:
Our client, a financial services client in London, is recruiting for an Administration Assistant to join their Investment Management team on a 6-month fixed term contract basis.
Skills/Experience:
* Previous experience in a similar role in Financial Services, the Investment or Wealth Management industry
* Understanding of the regulatory environment
* Strong communication skills and proactivity
Core Responsibilities:
* Handle incoming telephone calls, take clear messages, and maintain a positive and professional image of the business.
* Provide flexible administrative support, including covering reception duties when required, such as answering calls, welcoming guests, and preparing meeting rooms.
* Ensure all client correspondence and records are accurately maintained and filed in a timely and organised manner.
* Open client accounts in compliance with AML regulations.
* Process and monitor amendments to client account information.
* Support portfolio transfers both in and out of the organisation.
* Obtain and review Capital Gains Tax (CGT) information.
* Facilitate internal transfers of holdings between accounts.
* Process and monitor account closures.
Job reference: 16033
To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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