PA / Administrator - Investment Management.

Taylor James Resourcing; City Of London; On-site; GBP 35,000 - 40,000; Full time

Job summary

A leading financial services firm in London is seeking a PA/Administrator to support Private Client Directors in daily operations, handle client paperwork, and manage communications. The role requires strong organizational and communication skills in a dynamic environment, with a competitive salary between £35,000 and £40,000 per year and the opportunity to be part of a reputable team.

Qualifications

• Experience in administrative roles, preferably in financial services.
• Strong communication skills.
• Attention to detail and the ability to manage multiple tasks.

Responsibilities

• Assist Private Client Directors with their clients' affairs.
• Prepare paperwork for clients liaising with Compliance Team.
• Provide cover for the Assistant team and manage calls.

Job description

Overview

PA/Administrator – Investment Management. Location: London. Type: Permanent. Salary: £35,000 - £40,000 per annum. Sector: PA / SECRETARIAL. Date posted: 15 Jul 2024. This friendly, well established and highly regarded financial services organisation has an excellent reputation and is considered a leader in their field. Contact: [e-mail]. Ref: BT921.

Responsibilities

• To assist the Private Client Directors with the day-to-day running of their clients affairs.
• To prepare paperwork for new members and existing clients, liaising with the Compliance Team and other divisions as required.
• To provide cover within the Private Client Directors Assistant team and ensure that all telephone calls are taken and dealt with, or messages taken when the Private Client Director is unavailable.
• To attend individual and group meetings wherever possible.
• To assist with the collection and payment of losses and cash calls.
• To assist with the release and payment of profits and of surplus funds.
• To assist with the management and maintenance of funds.
• To ensure that the requirements of the investments are understood and that assistance is provided to the Private Client Directors in this regard.
• To report any likely breach of regulation or other compliance issues, money laundering regulation immediately to the Compliance / Money Laundering officer.