Admin Assistant - Wealth Management
- Recruiter
- Delisle-Barrow Recruitment Limited
- Location
- The City, London
- Salary
- £25-30000.00 + excellent benefits
- Posted
- 24 Apr 2017
- Closes
- 22 May 2017
- Ref
- 240417
- Job Title
- Administrator
- Industry Sector
- Accountancy, Banking / Finance, Consultancy
- Contract Type
- Contract
- Hours
- Full Time
Our client is one of the UK's leading wealth management companies and is known for its excellence in client service. With an enviable reputation developed from employing the best across their 50 UK offices, they continuously look to recruit people with drive, motivation and commitment.
The company boasts high employee engagement thanks to its collaborative team culture which recognises individual contribution and provides an excellent benefits package.
We currently have a role for a Client Assistant/Administrator to support their Investment Advisers within the City office on a 12 month FTC. The office is the company's headquarters and is ideally located for commuters into London.
The role of the Client Assistant/Administrator is highly client focused and requires extensive liaison with investors as well as CRM maintenance. Day to day responsibilities include organising client meetings, preparing documentation for opening and closing of new investor accounts; maintaining and updating information on CRM as well as creating packs for investor/client portfolios.
Ideally previous experience within a similar wealth management or investment management company is preferred.
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