Job Description

The Wealth Management company are looking for an Investment Administration Assistant to join a team of 4 who provide administrative support to the firm’s Investment Managers. The successful candidate will provide the middle ground between the team lead and the 2 more junior members of the administrative team. This is a fantastic opportunity for someone with previous experience providing private client administration to join a well performing and highly credible boutique Wealth Management business.

The Investment Administration Assistant will collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided.

Provide regular and ad-hoc information to Wealth Management clients ensuring that documents and reports are accurate, consistent and dispatched to timetable. 

The Investment Administration Assistant will monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed

The Investment Administration Assistant will assist in resolving the Wealth Management client queries regarding their portfolios or account opening.

Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the Wealth Management client’s level of knowledge and understanding

The Investment Administration Assistant will maintain internal management information, ensuring that it is informative, accurate, consistent and up to date

Keep comprehensive client records for the Wealth Management company and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary

The Investment Administration Assistant will liaise effectively with the Wealth Management companies external custodians and providers to obtain information required for clients and their advisers

Required Knowledge, Skills, and Abilities

At least 1-2 years’ experience in a similar Investment Administration / Wealth Management support / IFA administration role within financial services is essential. Takes initiative for their own work, but also works well as part of a team. Always acts in a professional manner. Attention to detail. Deals with all matters promptly, professionally, and accurately without being reminded. Able to undertake other tasks or specific project work as and when requested by the Investment Managers.