Investment Assistant
Core
Administrative and operational support for client account openings, payments, and investment reporting within a private wealth management firm.
Role type
Investment Assistant (Administrative Support)
Builds
Client account files, payment transactions, meeting packs, and Investment Policy Statements
Domain
Private Wealth Management / Financial Services
Deliverable
product features
Required skills
Microsoft Office (Excel, Outlook, Word), accuracy and attention to detail, numeracy, client communication, system proficiency
Preferred skills
Understanding of front office systems, knowledge of intermediary and cross-border relationships, knowledge of private equity investments
Responsibilities
Collate and distribute account opening packs, make payments for clients, prepare meeting packs and Investment Policy Statements, assist in resolving client queries, liaise with external custodians, support Trainee Investment Managers
Seniority
Junior, entry-level IC