Administration & Client Relationship Assistant

1 week ago

Richmond, Greater London, United Kingdom Blu Full time

About Us:

We are an
investment management company
based in the heart of
Richmond Upon Thames
. We pride ourselves on delivering bespoke, high-quality service and maintaining strong, personal relationships with our clients. We are a small, dynamic team where every role is critical, offering a fantastic opportunity to gain broad exposure to the inner workings of a modern investment firm.

The Opportunity:

We are looking for a highly organised and proactive
Administration & Client Relationship Assistant
to be the backbone of our client service and operational functions. This is a crucial,
task-oriented
role that requires impeccable attention to detail and strong communication skills to support both our team and our valued clients.

Key Responsibilities:

  • Client Onboarding & Compliance:
    Manage the full client onboarding lifecycle, including critical Know Your Customer (
    KYC
    ) and Anti-Money Laundering (
    AML
    ) checks, and platform integration.
  • Documentation & Reporting:
    Prepare professional client materials, presentations, and reports, and ensure all client records are meticulously maintained and up-to-date.
  • Client Coordination:
    Coordinate client meetings, manage diaries, and accurately process all account documentation and administrative paperwork.
  • Service & Communication:
    Assist with client communications, act as a key point of contact to promptly and effectively resolve service requests and administrative queries.
  • Operational Support:
    Collaborate on daily operational tasks, assist with general office administration, and support various ad-hoc projects as needed.

Who We Are Looking For:

The ideal candidate will be an enthusiastic self-starter with a proven track record in a similar fast-paced environment.

  • A few years of professional experience in a
    task-oriented
    or administrative role.
  • Excellent communication skills
    (written and verbal) with a professional and client-focused approach.
  • Exceptional
    organisational skills
    and a meticulous approach to detail and record-keeping.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
  • A proactive attitude and the ability to manage multiple priorities effectively in a small team setting.

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