JJ SEARCH LIMITED
Investment Assistant , Client Support , Wealth Management
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The Company:
Our client is a boutique wealth management company, highly recognised with a fantastic reputation.
The Role:
The Investment Assistant position is working for an important Investment Management team within a highly credible Wealth Management company based in the City of London. The role will assist in resolving the Wealth Management firms client queries regarding their Investment Portfolios or Account Opening.
- Key Responsibilities:
- Collate and distribute Account Opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided for the Wealth Management clients.
- Collate Investment Statements ensuring that information around the Wealth Management client’s Investment Management objectives, risk profile and financial situation is accurately recorded and that any discrepancies are investigated and resolved.
- Monitor the progress and timeliness of account opening and asset/cash transfers.
- Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable.
- Ensure correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding.
- Liaise effectively with external custodians and providers to obtain information required for Wealth Management clients.
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The Candidate:
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- 2-4 years’ experience in a similar Investment Support / Investment Assistant role dealing with Private Clients / HNW clients is essential.
- IAD – happy to work towards this if not already achieved.
- A knowledge of private equity investments is beneficial.
- Good knowledge/experience with Microsoft Excel is favourable.
- Takes initiative for own work, but also works well as part of a team and at all times acts in a professional manner.
- Accuracy and attention to detail and will take time to double check work.
- Strong communication skills; both verbal and written.
- Flexibility with a willingness to learn and take on new tasks and learn fast.
- Deals with all matters promptly, professionally and effectively without being reminded.
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