Your new company
Working for a national company with this role being based in Exeter.
The salary is £25k and this is a full-time permanent role.
**Please note once starting this role, there is an exam which needs to be completed within a year of you starting to enable you to get a qualification to advance you within the role. The exam is multiple choice. The exam is paid for by the organisation.
Your new role
The ideal candidate will provide a high standard of administrative support to a successful investment management team. The candidate will be working for a small but busy team of investment managers who are responsible for a range of discretionary and advisory clients.This is a non-regulated position supporting a team of investment managers in looking after their clients. The primary role is assisting with the administration of portfolios and client records, handling client queries and liaising with the Operations department. While the individual will assist in the management of private client relationships, this role is primarily an administrative one.Key areas of responsibility:
1. Assisting in the provision of a full range of administrative services for the team.
2. Arranging for printer repairs and maintenance.
3. Ensuring that the office always has adequate stationery, including the most recent account opening forms and other marketing stationery.
4. Answering the telephone and tran...