Administrative Assistant

Meraki Talent; Exeter; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading Investment & Wealth Management firm is seeking an Administrative Assistant. This role offers a fantastic opportunity for a detail-oriented individual to join a prestigious team. Responsibilities include managing client accounts, supporting internal processes, and providing administrative assistance. Ideal candidates will have experience in financial services and strong organisational skills. This position promotes personal development within a collaborative environment.

Qualifications

• Experience in a similar admin role within Financial Services.
• Strong understanding of regulatory requirements.

Responsibilities

• Open client accounts in line with AML and compliance regulations.
• Assist with portfolio transfers and account transactions.
• Provide ad hoc admin support, including reception duties.

Skills

Organisational Skills

Communication Skills

Problem Solving

Education

GCSEs in English & Maths (A–C)

Job description

Meraki Talent is delighted to be supporting one of the UK’s leading Investment & Wealth Management firms with the appointment of an Administrative Assistant. This is a fantastic opportunity for a confident and detail-oriented individual to join a highly regarded firm that puts client experience and professional excellence at the heart of everything they do.

Key Responsibilities

• Open client accounts in line with AML and internal compliance regulations
• Process and monitor changes to client information and account amendments
• Assist with portfolio transfers and internal account transactions
• Review and collate Capital Gains Tax (CGT) information
• Process account closures and maintain up-to-date client records
• Support internal meetings and contribute to process improvements
• Respond to incoming calls, take clear messages, and provide a professional first point of contact
• Provide ad hoc admin support, including reception duties and meeting preparation

Candidate Specification:

• Experience in a similar admin role within Financial Services, Investment, or Wealth Management
• Strong understanding of regulatory requirements and compliance procedures
• Knowledge of investment products and services is advantageous
• Proactive approach to learning and problem solving
• Excellent organisational and communication skills
• GCSEs in English & Maths (A–C) or equivalent qualifications

This is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. You’ll be joining a collaborative and professional team that supports personal development.

If this is a role you are interested in, contact Nick Nikitin on [e-mail] or

[phone]