Investment Managers Assistant
2 weeks ago
Your new company
Our client is a Financial Management company based in central Exeter.
Due to expansion they are now looking for an assistant to provide a high level of administrative support to Investment Managers.
Your new role
You will be responsible for:
- Opening, managing and maintaining client accounts.
- Acting as first point of contact for the office, welcoming clients and visitors.
- Assisting with compliance and regulatory documents.
- Organising, preparing and note taking in meetings
- Assisting Investment Manager's in the production and editing of investment reviews.
What you'll need to succeed
- Previous experience in professional services is desirable but not essential
- Previous experience as a PA or Secretary is desirable but not essential
- An Investment Operations certificate (IOC) not essential however you must be willing to complete this to be signed off.
What you need to do now
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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