Administration Assistant

Core-Asset Consulting Ltd; London; On-site; GBP 25,000 - 35,000; Full time

Job description

Job Description:

Our client, a financial services client in London, is recruiting for an Administration Assistant to join their Investment Management team on a 6-month fixed term contract basis.

Skills/Experience:

• Previous experience in a similar role in Financial Services, the Investment or Wealth Management industry
• Understanding of the regulatory environment
• Strong communication skills and proactivity

Core Responsibilities:

• Handle incoming telephone calls, take clear messages, and maintain a positive and professional image of the business.
• Provide flexible administrative support, including covering reception duties when required, such as answering calls, welcoming guests, and preparing meeting rooms.
• Ensure all client correspondence and records are accurately maintained and filed in a timely and organised manner.
• Open client accounts in compliance with AML regulations.
• Process and monitor amendments to client account information.
• Support portfolio transfers both in and out of the organisation.
• Obtain and review Capital Gains Tax (CGT) information.
• Facilitate internal transfers of holdings between accounts.
• Process and monitor account closures.

Job reference: 16033

To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.