Investment Management Secretary
2 weeks ago
Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid - c£35k + benefits and bonus
- Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful team
- Provide administrative support to investment service activities
- Competitive salary and benefits package offered
- On-site parking available
- Hybrid working - 3 days per week in the office
- Assisting with new client account opening process
- Drafting client reports, documentation and correspondence
- Developing and maintaining client relationships, arranging and assisting at meetings as needed
- Extensive typing and filing
- Proofreading and checking all documentation
- Maintaining all records and ensuring the CRM is up-to-date
- Preparing payment, transfer and other Investment Administration forms
- Ad hoc projects
- Providing secretarial cover when necessary
- And more
- Previous relevant financial administration experience
- c2 years experience in Investment / Wealth Management at some point in your career
- Experience of dealing with processes and procedures
- Excellent written and verbal communication skills
- Fast, accurate typing skills
- Demonstrable ability to build and maintain business relationships
- Highly organised, methodical and meticulous nature
- Analytical and numerate
- Ability to multi-task, prioritise and work to deadlines
- PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint
- An understanding of the UK Regulatory framework is desirable
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Business Coordinator
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Business Coordinator
Found in: Jooble UK C2 - 2 weeks ago
Lowestoft, Suffolk, United Kingdom PwE Recruitment Group Limited Full timeAs a Business Coordinator, you'll play a pivotal role in shaping the future of sustainable energy, leveraging market intelligence, and coordinating pivotal projects. Key Responsibilities Client Development and Market Analytics: Follow up with prospective clients, manage the CRM system, and maintain a tender tracker. Prepare presentations and coordinate...
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