Investment Operations Coordinator

3 days ago


Leeds, Leeds, United Kingdom Schroders Recruitment Full time

**About the Role**

We are seeking an experienced Wealth Management Assistant to join our team at Schroders Recruitment. As a Wealth Management Assistant, you will play a key role in supporting the Portfolio Management team in delivering exceptional investment services to our clients.

You will be responsible for providing administrative support, managing client communications, and assisting with portfolio management tasks. The ideal candidate will have excellent IT skills, a keen interest in the wealth management industry, and a driving licence.

**Key Responsibilities**

Your key responsibilities will include:

  • Providing administrative support to the Portfolio Management team
  • Managing client communications and maintaining accurate records
  • Assisting with portfolio management tasks, including trading and settlement

**Salary and Benefits**

The estimated salary for this role is £42,000-£52,000 per annum, depending on experience. We also offer a range of benefits, including flexible working hours, training opportunities, and a supportive work environment.



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