Administration Assistant - Investments

My client, one of London's top Wealth & Investment companies is seeking an Administration Assistant to join their Investment Management team. This role is operating in a high performing team and is extremely fast paced. Although my client are seeking a career administrator, there is room for development within Administration/Operations due to the size of the company. 

Responsibilities:

To provide comprehensive administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent client service. Demonstrates compliance with internal policies, procedures and regulatory framework:

• Manage client administration processes in a timely and efficient manner, ensuring accuracy of data, tasks include:
  • Transfers
  • Client payments
  • Client on boarding
  • Client account amendments
  • Resolve queries from clients either by verbally or in writing promptly, referring investment related queries to qualified staff.
• Type and produce accurate documentation in the agreed format, including letters and emails, editing and correcting as necessary
• Create/amend presentations or meeting packs for trustee/client meetings using appropriate IT system (PowerPoint, Excel and other relevant systems)
• Maintain marketing lists on relevant systems
• Communicate with clients, either by telephone or letter giving accurate and up to date information and project a positive image of the organisation
• Maintain team/ manager diaries,  including arranging meetings and organising travel
• Taking meeting minutes
• Produce typed documents to a high standard of presentation and accurate.
• Manage and file correspondence and records in a timely manner
• Contribute to support staff meetings, suggesting improvements to procedures
• Sharing best working practises with other support staff