Team Assistant Wealth Management
£38,000 - 43,000 + excellent benefits and bonus
Are you an experienced Team assistant or Portfolio Assistant from an Investments background? Our client is a well established Wealth Management firm that is expanding further and is now one of the Top 5 in their sector.
They urgently need a team support professional to support Portfolio managers and their team with a wide range of client portfolio support and compliance. IOC certificate is desired.
Your remit will include the following;
- Direct liaison with clients,
- On-boarding of new clients and building relationships and trust
- Diary management for the team of advisors
- Executing payments from client's accounts with due diligence to prevent errors
- Placing trades- buying and selling equities, funds and bonds
- Assisting with hedge fund and UCIT investments, organising documents