Team Assistant

Posted 9 days 12 hours ago by Canaccord Wealth

Permanent
Not Specified
Other
Tyne And Wear, Newcastle Upon Tyne, United Kingdom, NE125
Job Description
  • Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements
  • Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients
  • Account opening and closing
  • Transfer of stock into accounts and payments
  • Updating Avaloq with static data
  • Producing excel reports via data held on Avaloq
  • When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly
  • Support Investment Managers with preparation and administration for client pitches and meetings
  • Assisting wider team with ongoing projects
  • Carry out any other relevant duties within the remit of the role and as reasonably directed by management
  • Contribute to efficiency improvement initiatives and sharing of best practice
  • Undertake technical or any other relevant training as and when required
  • Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.