Administrator Investment Management

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

Job summary

A leading recruitment agency is looking for an experienced PA/Administrator to support Private Client Directors in investment management. The role includes assisting with day-to-day client affairs, preparing paperwork, managing communications, and ensuring compliance with regulations. Ideal candidates will possess strong organizational skills and attention to detail, with experience in a similar environment. This is a permanent position located in Greater London with a salary range of £35,000 to £40,000 per annum.

Qualifications

• Experience as a PA/Administrator in investment management or a similar environment.
• Ability to handle compliance-related tasks effectively.
• Skills in client communication and relationship management.

Responsibilities

• Assist with the day-to-day running of clients' affairs.
• Prepare paperwork and liaise with the Compliance Team.
• Manage telephone calls and assist the Private Client Directors.

Skills

Excellent communication skills

Strong organizational skills

Attention to detail

Job description

PA/Administrator – Investment Management.

Date: 26 Jul 2024

Sector: PA / SECRETARIAL

Type: Permanent

Location: London

Salary: £35,000 – 40,000 per annum

Email: [e-mail]

Ref: BT9212

We are looking for an experienced PA/Administrator to work with Private Client Directors.

Duties:

• Assist the Private Client Directors with the day‑to‑day running of their clients’ affairs.
• Prepare paperwork for new members and existing clients, liaising with the Compliance Team and other divisions as required.
• 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.
• Attend individual and group meetings wherever possible.
• Assist with the collection and payment of losses and cash calls.
• Assist with the release and payment of profits and of surplus funds.
• Assist with the management and maintenance of funds.
• Ensure that the requirements of the investments are understood and that assistance is provided to the Private Client Directors in this regard.
• Report any likely breach of regulation or other compliance issues, money‑laundering regulation immediately to the Compliance / Money‑Laundering officer.