Administrative Assistant for Investment Professionals

3 days ago


London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

Job Title: Investment Administrative Assistant

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We are seeking a skilled investment administrative assistant to provide exceptional support to our investment management team. The ideal candidate will have excellent communication and organizational skills, as well as the ability to maintain high levels of accuracy and attention to detail.

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Key Responsibilities:

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  • Providing administrative support to the investment management team, including client reporting and internal returns.">
  • Maintaining high standards in SalesForce and client folders, preparing investment policy statements for compliance approval, and ensuring KPI reports are ready for year-end audits.">
  • Monitoring account openings, client transfers, and responding to client emails and requests in a professional manner.">
  • Preparing and loading BACS/CHAPS payments into our Wealth Management software, updating static data, and completing FATCA, W8, and CRS forms.">
  • Working closely with SIPP providers, assisting the investment management team, and taking responsibility for diary management, booking meetings, and presentations.">

Requirements:

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A highly motivated individual with excellent communication and organizational skills, able to build strong relationships with clients and staff. Requires 1-2 years of experience in client services or investment administration, preferably in wealth management administration. Relevant experience in wealth planning / financial planning administration will also be considered.

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This is an exciting opportunity to join a dynamic team and contribute to the success of JJ Search Limited.



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