Administrative Assistant

A leading Financial Services company is currently seeking a Administrative Assistant to support the Investment Management team. This is a fantastic organisation which offers wonderful benefits and the opportunity to progress and grow.

Duties include:

• Communicating with professional intermediaries such as Solicitors, Accountants and Financial Advisers and to clients directly
• Preparing and processing all new client forms and amendments
• Monitoring of transfers for assets and cash from other institutions
• Managing and processing expenses
• Liaising with the operations department
• Ensuring client communications are recorded correctly on the system
• Audio typing as and when required to do so

Experience required:

• Willing to work to obtain relevant qualifications dependant on experience
• Previous administrative ideally within Financial Services experience is beneficial
• Audio typing experience is beneficial
• Ability to work on own initiative to improve business
• Solid accuracy, numeracy and attention to detail