Team Assistant

Canaccord Wealth; Worcester; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking an Entry-Level Administrative Assistant to provide comprehensive support to Investment Managers. This role involves managing client relationships, performing essential administrative tasks, and ensuring compliance with company procedures. The successful candidate will thrive in a fast-paced environment, assisting with account management, data entry, and client communications. This is a fantastic opportunity for someone looking to start their career in finance, offering valuable experience in a supportive and dynamic team. Join a forward-thinking organization where your contributions will directly impact client outcomes.

Qualifications

• Provide administrative support to Investment Managers.
• Develop and maintain client relationships with accurate administration.

Responsibilities

• Support various teams with administrative tasks and client meetings.
• Place trades in Avaloq and ensure accurate execution.

Skills

Administrative Support

Client Relationship Management

Data Entry

Excel Reporting

Compliance Adherence

Education

High School Diploma

Bachelor's Degree

Tools

Avaloq

Microsoft Excel

Job description

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Provide excellent administrative support to Investment Managers to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company’s processes within the compliance framework. Under the management of the Investment Director support various Portfolio Management teams with daily administration tasks associated with the ongoing monitoring of client portfolios in line with company procedures and models.

Working closely with the Investment Assistant on the desk to ensure the team are fully supported.

• Administrative support as directed by your manager.
• Supporting various teams as necessary e.g., writing up file notes, drafting letters, arranging client meetings
• Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for clients in vulnerable circumstances.
• 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 Desk, 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 team with ongoing projects.
• Carry out any other relevant duties within the remit of the role and as reasonably directed by management.
• Ad hoc tasks as directed by your manager.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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