Canaccord Wealth
Investment Assistant
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Provide excellent administrative support to Investment Managers to help to deliver good client outcomes. Work efficiently and effectively with the Investment Manager with daily administration tasks associated with the ongoing monitoring of client portfolios in line with company procedures and models and within the compliance framework.
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Working closely with the colleagues within the wider team to ensure the team are fully supported.
Role Responsibilities
- Administrative support on more complex tasks and activities as directed by the Investment Manager, e.g., file notes, letters, client meeting arrangements
- Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients
- Account opening and closing
- Transfer of stock into accounts and payments
- Updating Avaloq with static data
- Producing excel reports via data held on Avaloq
- As required to provide support, placing trades in Avaloq based on received instructions from the Investment Manager, ensuring they are executed and booked correctly
- Taking orders from clients in the Execution Only Service on non-complex instruments and placing these in Avaloq based on received instructions from the client, ensuring they are executed and booked correctly
- Support Investment Managers with preparation and administration for client pitches and meetings
- Assisting wider team with ongoing projects
- Carry out any other relevant duties within the remit of the role and as reasonably directed by management
- Contribute to efficiency improvement initiatives and sharing of best practice
- Undertake technical or any other relevant training as and when required
- Be proactive in developing knowledge of the industry and the market.
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