Team Assistant

Canaccord Wealth; Newcastle upon Tyne; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management company seeks an administrative support professional. You will assist Investment Managers in client relationship administration, manage account activities, and contribute to team efficiency improvements. The ideal candidate will have experience with Avaloq and possess strong client management skills.

Qualifications

• Experience in administrative support within finance or investment is key.
• Proactive in developing industry and market knowledge.
• Ability to adapt approach for Vulnerable clients.

Responsibilities

• Provide administrative support to the Investment Manager and maintain client relationships.
• Place trades in Avaloq and manage account activities.
• Contribute to efficiency improvements and undertake relevant training.

Skills

Client Relationship Management

Excel Reporting

Proactivity

Tools

Avaloq

Job description

• Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements
• Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients
• Account opening and closing
• Transfer of stock into accounts and payments
• Updating Avaloq with static data
• Producing excel reports via data held on Avaloq
• When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly
• Support Investment Managers with preparation and administration for client pitches and meetings
• Assisting wider team with ongoing projects
• Carry out any other relevant duties within the remit of the role and as reasonably directed by management
• Contribute to efficiency improvement initiatives and sharing of best practice
• Undertake technical or any other relevant training as and when required
• Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.