Investment Manager Assistant: Growth & Compliance

Front Row Recruitment Ltd; Bournemouth; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading independent investment management firm in Bournemouth is seeking an experienced administrative support professional to assist Investment Managers. The role involves client account management, data entry, compliance documentation, and client liaison. The ideal candidate will have prior experience in the financial services sector, exceptional communication skills, and strong organizational abilities. This role is primarily office-based in a collaborative environment.

Qualifications

• Previous support experience from the Investment / Financial services sector required.
• Strong communication and administrative skills with a keen eye for detail.

Responsibilities

• Assist IM's with portfolio management for discretionary and advisory clients.
• Open and maintain client accounts.
• Monitor progress of investment funds.
• Prepare investment proposals for new clients.

Skills

Outstanding communication skills

Administrative skills

Problem solving

Organisational ability

Attention to detail

Job description

A leading independent investment management firm in Bournemouth is seeking an experienced administrative support professional to assist Investment Managers. The role involves client account management, data entry, compliance documentation, and client liaison. The ideal candidate will have prior experience in the financial services sector, exceptional communication skills, and strong organizational abilities. This role is primarily office-based in a collaborative environment.