About the Company

A leading Wealth Management firm are looking to appoint an Investment Assistant to join their team.

About the Role

Reporting into the Wealth Management division, you will be a key point of contact for the business and be responsible for liaising with other key internal and external stakeholders.

Responsibilities

• Main point of contact for administrative queries, both internally and externally for all clients.
• Ensure a thorough understanding of the clients managed by the team to provide high quality administrative services, acknowledging changing patterns and needs.
• Timely and accurate support with trading requirements, consistently meeting cut-off times and ensuring all actions align with client objectives.
• Oversee the quality and quantity of administrative services provided to clients on behalf of the team.
• Act as the team's account opening go to specialist, ensuring all account opening processes are executed to the highest possible standard.
• Delegate day-to-day responsibilities amongst the investment support team, providing guidance on work allocation, output, and professional development.
• Escalate where required to the Team Support Manager, to ensure continuity and the smooth execution of daily operations.
• Develop strong collaborative relationships with colleagues in other departments, particularly with teams that work closely with such as Client Due Diligence, Data Team, Treasury etc.
• Serve as a reference point for resolving internal queries related to administrative processes and client matters.
• Contributing ideas and process improvements to relevant forums and workshops
• Assist with the firm-wide implementation of projects or systems related to the support function.
• Ensure all administrative processes comply with regulatory requirements and internal policies.
• Take on more complex work to establish yourself as a technical expert within the team.

Qualifications

IAD Level 4