Client Relationship Assistant
- Recruiter
- ISE Partners Limited
- Location
- Superb West End Location
- Salary
- Up to £33K, super growth opportunities
- Posted
- 23 Feb 2017
- Closes
- 24 Feb 2017
- Ref
- 4395KB
- Job Title
- Team Assistant
- Industry Sector
- Accountancy, Banking / Finance, Consultancy
- Contract Type
- Permanent
- Hours
- Full Time
A leading independent consultancy, servicing renowned private, High Net Worth Individuals and families seeks engaging, hardworking and detail-driven Client Relationship Assistant.
This role will provide the successful applicant with the opportunity to learn about the private wealth management industry and work alongside experienced individuals.
This firm is looking for a bright and extraordinary Team Assistant who is dynamic and wants to get involved in the inner workings of the business. This the perfect opportunity for someone who is looking for a role that involves more than the classic Team Assistant duties.
This role offers scope for professional development and the chance to enter various areas of the business. You will be the glue that binds the firm's clients to the business. You will grow in confidence and learn how to network and establish lasting professional relationships.
Duties include:
- Upkeep and maintenance of the statutory files of international companies
- Upkeep and maintenance of files pertaining client correspondence, including drafting of basic legal documents
- Upkeep and maintenance of the financial files of international companies
- Opening and management of bank accounts with international banking institutions
- Assistance with the completion of Anti Money Laundering checks and Know Your Client due diligence
- Maintenance of a good working relationship with the other global offices, ensuring that open communication is kept at all times and that information is shared
Desired Experience and Qualifications:
- Excellent verbal and written communication skills
- Experience of working in an international and fast paced environment.
- Experience as a team assistant is desirable
- Outstanding organisational skills
- Ability to maintain client confidentiality and handle very sensitive information
- Excellent MS Office skills to include Word, PowerPoint and Excel
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