Management Assistant jobs in United Kingdom

Social network you want to login/join with:

JJ SEARCH LIMITED

Redditch, United Kingdom

Other

Yes

3

10.06.2025

25.07.2025

The Client

An established and widely known Wealth Management firm servicing Investment Management needs for High-Net-Worth Clients.

The Role

This is a fantastic opportunity to join a busy Wealth Management firm in their Worcester office, supporting Investment Managers to develop good client relationships and provide excellent service.

The successful candidate will confidently support the Investment Management team with daily client administrative and portfolio tasks, monitoring client portfolios in line with company procedures.

The Wealth Management Assistant will help develop and maintain client relationships by providing first-class investment administrative support, including writing file notes, drafting letters, and arranging client meetings.

Responsibilities include account opening and closing, stock transfers, updating Avaloq with static data, and producing Excel reports from Avaloq data.

The role involves supporting trade placements in Avaloq based on instructions from team members, ensuring accurate execution and booking.

The Wealth Management Assistant will also support preparation for client pitches and meetings and assist with ongoing projects as needed.

The Candidate

Interest in Wealth Management and client support roles.

Recent Financial graduate or 1-2 years Financial Services Client Support experience.

Proficient in Word, Excel, and PowerPoint.

Good organizational skills and high attention to detail.

Excellent interpersonal, team working, and influencing skills.