Ferguson Dean
Investment Assistant
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About the Company
A leading Wealth Management firm are looking to appoint an Investment Assistant to join their team.
About the Role
Reporting into the Wealth Management division, you will be a key point of contact for the business and be responsible for liaising with other key internal and external stakeholders.
Responsibilities
- Main point of contact for administrative queries, both internally and externally for all clients.
- Ensure a thorough understanding of the clients managed by the team to provide high quality administrative services, acknowledging changing patterns and needs.
- Timely and accurate support with trading requirements, consistently meeting cut-off times and ensuring all actions align with client objectives.
- Oversee the quality and quantity of administrative services provided to clients on behalf of the team.
- Act as the team's account opening go-to specialist, ensuring all account opening processes are executed to the highest possible standard.
- Delegate day-to-day responsibilities amongst the investment support team, providing guidance on work allocation, output, and professional development.
- Escalate where required to the Team Support Manager, to ensure continuity and the smooth execution of daily operations.
- Develop strong collaborative relationships with colleagues in other departments, particularly with teams that work closely with such as Client Due Diligence, Data Team, Treasury etc.
- Serve as a reference point for resolving internal queries related to administrative processes and client matters.
- Contributing ideas and process improvements to relevant forums and workshops.
- Assist with the firm-wide implementation of projects or systems related to the support function.
- Ensure all administrative processes comply with regulatory requirements and internal policies.
- Take on more complex work to establish yourself as a technical expert within the team.
- Opportunity to move into a management position for the right individual.
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