PA/Administrator - Investment Management.
Posted 23 hours 25 minutes ago by Taylor James Resourcing
Quick Registration First Name Last Name e-mail Phone Sector Location
Our client is a Global Financial Broking firm in London.
Client Onboarding KYC Associate. 5 days a week in
Administration Assistant - Financial Services
Our client is a Financial Market making company in
Our client is a Wealth and Asset Management firm in
PA/Administrator - Investment Management.Date: 15 Jul 2024
Sector: PA / SECRETARIAL
Type: Permanent
Location: London
Salary: £35000 - 40000 per annum
Email:
Ref: BT921
PA/Administrator - Investment Management. To £40,000
This friendly, well established and highly regarded financial services organisation has an excellent reputation and is considered a leader in their field.
They are now looking for an experienced PA/Administrator to work with their Private Client Directors.
Duties:
- Assist the Private Client Directors with the day-to-day running of their clients' affairs.
- Prepare paperwork for new members and existing clients, liaising with the Compliance Team and other divisions as required.
- Provide cover within the Private Client Directors Assistant team, ensuring all calls are handled or messages taken when the Director is unavailable.
- Attend individual and group meetings whenever possible.
- Assist with the collection and payment of losses and cash calls.
- Assist with the release and payment of profits and surplus funds.
- Help manage and maintain funds.
- Ensure understanding of investment requirements and support Private Client Directors accordingly.
- Report any potential breaches of regulation or compliance issues, including money laundering, immediately to the Compliance/Money Laundering officer.