Administration Assistant

6 days ago


Worcester, Worcestershire, United Kingdom Reed Business Support Full time

REED Cheltenham are proud to be partnering with a highly reputable Financial Services Organisation based in Worcester who are looking for an Investment Assistant to join their team.

Within this role, you will be supporting one of the partners with administration and client support.

Salary, Hours & Benefits
- £25,000 per annum

  • 40 hours a week 8:00am5pm Monday to Friday with 1 hour for lunch
  • Office based, Hybrid working option will be considered after probationary period
  • 25 days annual leave plus bank holidays
  • Excellent company benefits including pension, life assurance, income protection, medical insurance more

Working for a warm and friendly team, this exciting opportunity will involve the following duties:

  • Administrative support to the Team Leader and the wider team as necessary e.g. file notes, letters, client meeting arrangements.
  • Assisting the team in the provision of a client focused service taking accountability for ensuring tasks undertaken are completed in a timely manner and with accuracy.
  • Management of the administration of the Team's Execution, Advisory and Discretionary business.
  • Support with preparation and administration for client pitches and meetings.
  • Developing and maintaining client relationships.
  • Responding to general client queries and resolving minor complaints where they arise.
  • Assisting team with ongoing projects.
  • Carry out any other relevant duties within the remit of the role and as reasonably directed by management

Core Competencies:

  • Proficient in Word, Excel and PowerPoint.
  • Excellent knowledge of WM procedures and processes.
  • Working knowledge of the Avalog system desirable
  • Excellent understanding of relevant Compliance regulations.
  • Ability to work unsupervised.
  • Effective communicator.
  • Good organisational skills.
  • High level of accuracy/attention to detail
  • Excellent interpersonal and influencing skills.


Please be advised that due to the nature of this business, applicants will be required to complete a DBS, credit and screening check.

For immediate consideration, please APPLY today.

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