Wealth Management Desk Administrator

Wealth / Investment Management Desk Administrator - City of London / Hybrid Working - c£40k-£45k + generous benefits and bonus (DoE) * Great opportunity for a Client Services Executive / Investment Management Administrator / Desk Assistant * A true career role with potential for development into senior roles * Provide administrative support to investment service activities * Competitive salary (up to £45k) and benefits package offered * Incredible offices, great location and dynamic and sociable environment * Hybrid working - 3 days per week in the office Our client, a City based Wealth Management company, is looking for an enthusiastic, motivated and highly organised Investment Management Administrator / Wealth Management Assistant / Finance Secretary or Client Services Executive to join them as a Desk Administrator. The role will suit someone with an interest in wealth / investment management, but please note: this is not a role with progression into an Investment Manager position; this is an administration role with the potential to lead to Senior Desk Administrator or Investment Administration Manager roles. Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced, dynamic and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial. Opportunity: Our client is a well-established, successful investment / wealth management firm, based in genuinely stunning offices near Liverpool Street station. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience. Key responsibilities in this Desk Administrator - Investment Management role will include: * Assisting with new client account opening process * Drafting client reports, documentation and correspondence * Developing and maintaining client relationships, arranging and assisting at meetings as needed * Extensive typing and filing * Proofreading and checking all documentation * Maintaining all records and ensuring the CRM is up-to-date * Preparing payment, transfer and other Investment Administration forms * Ad hoc projects * Providing secretarial cover when necessary * And more What we’re looking for: * Previous relevant financial administration experience (ideally 2 years+) * Experience of dealing with processes and procedures * Excellent written and verbal communication skills * Fast, accurate typing skills * Demonstrable ability to build and maintain business relationships * Highly organised, methodical and meticulous nature * Analytical and numerate * Ability to multi-task, prioritise and work to deadlines * PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint * IAD qualification is advantageous * Demonstrable interest in finance - City Markets and Private Client Fund Management is preferable * An understanding of the UK Regulatory framework is desirable Interested in this Wealth Management Desk Administrator role? This incredibly interesting role will challenge the right candidate; if this is what you’re looking for, please submit your CV ASAP, quoting ‘AE - Desk Administrator - Wealth Management