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Team Assistant
Posted 9 days 17 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.
Canaccord Wealth
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