Investment Managers' Assistant

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Job Description

About the Role:

We're looking for a proactive and detail-oriented Investment Managers' Assistant to join our supportive and collaborative team. In this role, you'll play a key part in ensuring our investment managers can deliver excellent service to a diverse range of clients.

You'll provide high-quality administrative support, help maintain accurate records, and assist with client communications. This is a non-regulated position, focused on administration and organisation, but with opportunities to contribute to client relationship management.

What You'll Do:

• Provide a wide range of administrative services to support the team.
• Keep the office running smoothly, including managing supplies, mail, and equipment.
• Handle client queries with professionalism and care, ensuring accurate records are maintained.
• Support investment managers by preparing documentation, meeting materials, and client reports.
• Maintain compliance logs and promote a culture of accountability.
• Assist with portfolio administration, valuations, and payments.
• Liaise with colleagues across departments to ensure efficient processes.
• Welcome clients warmly when they visit and help create a positive experience.
• Contribute ideas to improve efficiency and enhance client service.
• Take part in occasional projects, such as gathering Know Your Client (KYC) information.

What We're Looking For:

We welcome applications from people of all backgrounds and experiences. If you're organised, adaptable, and eager to learn, we'd love to hear from you.

Essential skills and qualities:

• Strong communication skills, both written and verbal.
• Highly organised with excellent attention to detail.
• Comfortable working under pressure while maintaining accuracy.
• Initiative and problem-solving ability.
• Team-focused, with flexibility to support different working styles.
• Positive, enthusiastic, and approachable.

Qualifications & Experience:

• GCSEs (or equivalent) including Maths and English.
• A Levels or further qualifications are a plus.
• Experience in a similar environment is helpful, but not essential.
• Knowledge of investment operations or the stock market is an advantage.
• Industry qualifications (e.g., Investment Operations Certificate) are welcomed but not required.