Investment Administrator/pa

2 weeks ago

Southampton, United Kingdom Katie Bard (Angela Mortimer Plc) Full time

Leading Investment Management firm based close to Southampton is recruiting a highly organised, proactive Investment Administrator/PA to support a highly successful Senior Investment Director and team. Your role will be varied, busy and call upon your excellentteam support skills. You will join a sociable, collaborative team who are highly professional and experienced within their field. You will be rewarded with a great benefits and training package and there is scope to progress within your role. The firm arean exceptional employer and are based in modern offices with plenty of free parking and also offer hybrid working

**Key duties**:

- PA/Administration support to the Investment Director and wider team
- Being the first point for clients, rapport building and being an ambassador for your team
- Meeting and greeting clients
- Coordinating company wide/client events
- Updating client databases
- Producing client correspondence and reports
- 6-12 month secretarial/admin experience
- Experience of working in a busy, fast paced role
- Previous financial services/corporate experience beneficial
- Excellent time management and prioritisation skills
- Advanced MS Office; Word and PowerPoint, intermediate Excel

**_ANGELA MORTIMER ACTS AS AN EMPLOYMENT AGENCY. IF YOU ARE ALREADY REGISTERED PLEASE CONTACT YOUR CONSULTANT DIRECTLY_

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