Investment Administration Assistant , Client Support , Wealth Management

The Company

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients

The Role

The Investment Administration Assistant will provide excellent administrative support to Investment Managers to help to deliver good client outcomes. The Investment Administration Assistant will work under the management of the Investment Assistant Manager to support various Portfolio Management teams with daily client administration tasks associated with the ongoing monitoring of client portfolios. The Investment Administration Assistant will work closely with the Investment Assistant on the desk to ensure the team are fully supported - writing up file notes, drafting client letters, arranging private client meetings. The Investment Administration Assistant will be responsible for client Account opening and Transfer of stock into accounts and payments. When required the Investment Administration Assistant will support the Investment Management Desk, placing trades in Avaloq based on received instructions from other staff on the Investment Management Desk, ensuring they are executed and booked correctly. Support Investment Managers with preparation and administration for client pitches and meetings. The Investment Administration Assistant will also be involved in assisting the team with ongoing projects.

Responsibilities

Provide administrative support to Investment Managers for client outcomes.

Support Portfolio Management teams with daily client administration tasks for ongoing monitoring of portfolios.

Work with the Investment Assistant to ensure the desk is fully supported: write file notes, draft client letters, arrange private client meetings.

Handle client account opening, transfer of stock into accounts, and payments.

When required, support the Investment Management Desk by placing trades in Avaloq based on instructions from staff, ensuring correct execution and booking.

Assist with preparation and administration for client pitches and meetings.

Participate in ongoing projects within the team.

Qualifications

1-2 years private client administration or client support experience within investment management or wealth management.

Ideally Level 3 CISI qualification (or equivalent) or commitment to achieve within an agreed timeframe (IOC or IAD).

Proficient in Word, Excel and PowerPoint.

Good working knowledge of Avaloq is useful.

Ability to work unsupervised.

Good organisational skills.

Excellent interpersonal, team-working and influencing skills.

Details

Seniority level: Not Applicable

Employment type: Full-time

Job function: Administrative, Customer Service, and Analyst

Industries: Investment Management, Investment Advice, and Financial Services

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