Investment Management Assistant - Hybrid

Quilter plc; Percé; Hybrid; CAD 60,000 - 79,000; Full time

Benefits offered by this job

Holiday 26 days/yr

Pension Scheme

Healthcare Cash Plan

Benefits package

Job summary

Quilter plc, via Quilter Cheviot, is seeking a detail-focused Investment Support Associate for a 12-month Fixed Term Contract in Birmingham (Hybrid). You will assist two Investment Managers and handling client administration for a range of significant private clients with a focus on accuracy and compliance.

You will prepare fact-find forms, suitability letters, and reports, update client records in the CRM, and ensure timely opening of new accounts and amendments.

Qualifications

• Good Microsoft Office skills (Word, Excel, Outlook).
• Be a team player with the ability to prioritise workloads and pay high attention to detail.
• Willing to learn and contribute in a collaborative environment.

Responsibilities

• Assist 2 Investment Managers in providing investment management and client administration.
• Prepare fact-find forms, suitability letters, diarise meetings and review calls.
• Provide clients or their agents with information and reports about their portfolio.
• Ensure Know Your Client information and CRM data are maintained and up to date.
• Open new accounts and amend existing client accounts in a timely manner.

Skills

MS Office

Team player

Attention to detail

Prioritisation

Tools

CRM system

Job description

Quilter plc, via Quilter Cheviot, is seeking a detail-focused Investment Support Associate for a 12-month Fixed Term Contract in Birmingham (Hybrid). You will assist two Investment Managers and handling client administration for a range of significant private clients with a focus on accuracy and compliance.

You will prepare fact-find forms, suitability letters, and reports, update client records in the CRM, and ensure timely opening of new accounts and amendments.