Contract Type: | Permanent |
Location: | London, England |
Industry: |
Operations
|
Salary: | £32000 - £38000 per annum + Bonus and Bens |
Start Date: | ASAP |
REF: | OP3/71524_1495724435 |
Job Published: | about 5 years ago |
Oversight:
Provision of comprehensive administrative support to ensure effective and efficient operations and contribute to exceptional client service.
Key Accountabilities:
- Answering client queries and escalating where appropriate.
- Preparation of manager/team expenses
- client account opening, transfer closures and amendments and documentation review.
- Dispatching contract notes.
- Loading stock onto valuation system.
- Probate and estate distribution.
- Maintenance of client investment data.
- Collate and produce valuations, statements and cover letters on a quarterly basis.
- Support of other administration and staff as required.
The Candidate:
- Educated to a degree standard.
- Minimum of two years Investment Management or Wealth Management experience.
- Proactive and Organised

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