Investment Team Administrator

World renowned finance house is looking for a really capable team PA to support the Investment Team in both a secretarial and administration capacity. Busy and varied role!

The ideal candidate should have exceptional communication skills coupled with a passion for detail. Excellent IT skills are also a requirement. Candidates should ideally have worked in professional services.

Manage and file all correspondence and client files
Answer incoming telephone calls, answering enquiries, taking messages and passing on where appropriate
Maintain manager/ teams diary, including arranging meetings and organising travel
Preparation of Manager/ team expenses
Management of client administration, tasks include:
Client account opening, transfers closures and amendments
Loading stock onto the valuation system
Releasing client information to authorised parties
Produce typed documents either from audio tape or manuscript.
Collate and produce valuations, statements and cover letters on an ad-hoc and quarterly basis. Collate and send out accounts packages on an annual basis
generate mail merges for clients with and distribute transfer forms to the client
Create and amend client presentation and meeting packs
Data maintenance

"Competitive salary and benefits"

"due to overwhelming add response we can only contact successful candidates"