Investment Managers Assistant

Charles Stanley & Co.; Plymouth; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading financial services company is seeking an Administrative Support Professional in Plymouth. The role involves providing comprehensive administrative support to Investment Managers and ensuring efficient client-related processes. Candidates should have a degree, strong attention to detail, and the ability to thrive in a fast-paced environment.

Qualifications

• Educated to degree level with specific qualifications in Maths and English.
• Previous experience in administrative or financial services is desirable.
• Strong attention to detail and organizational skills required.

Responsibilities

• Deliver a full range of administrative services.
• Manage correspondence and document management tasks efficiently.
• Prepare documentation and assist clients during meetings.

Skills

Attention to detail

Communication skills

Organizational skills

Time management

Proactivity

Education

Degree level education

Qualifications in Maths and English at Higher level

Tools

Microsoft Excel

Job description

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Job Description

Job Purpose
To provide comprehensive administrative support to the branch, ensuring the smooth and efficient handling of client-related processes and internal operations. This is a non-regulated position focused on delivering high-quality service and support to Investment Managers (IMs) and clients.
Key Responsibilities

• Deliver a full range of administrative services to support the team's daily operations.
• Manage incoming and outgoing DX and Royal Mail correspondence, ensuring timely processing and accurate record-keeping via relevant spreadsheets.
• Handle document management tasks including scanning, shredding, and photocopying.
• Prepare and print documentation required by IMs for client meetings.
• Assemble onboarding packs and documentation for prospective clients.
• Follow established onboarding procedures for new and upgraded clients, ensuring all necessary documentation is complete and accurate for IMs to conduct reviews.
• Maintain internal documentation for suitability reviews and coordinate timely distribution of KYC refresher requests to clients.
• Ensure client valuations are produced and dispatched within regulatory timeframes.
• Greet clients and visitors professionally, escort them to meeting rooms, and provide refreshments as needed.
• Uphold personal compliance with all regulatory requirements and actively promote a culture of compliance within the branch.

Qualifications & Experience

• Educated to degree level, with qualifications in Maths and English at Higher level (or equivalent).
• Previous experience in a similar administrative or financial services environment is desirable but not essential.

Skills & Competencies

• Exceptional attention to detail and a high degree of accuracy.
• Strong written and verbal communication skills.
• Excellent organisational and time management abilities.
• Proactive and able to use initiative to support the team effectively.
• Comfortable working under pressure and meeting tight deadlines without compromising quality.
• Flexible and adaptable, with a collaborative team-oriented mindset.
• Proficient in Microsoft Office, particularly Excel.