Administration Assistant, City

Our client, one of the UKs leading Investment Management firms, is seeking a proactive Administrator to provide comprehensive support to two of their Senior Investment Directors. Efficiency and effectiveness are key along with audio typing and previous Financial Services experience.

Responsibilities

• Managing client administration processes in a timely and efficient manner
• Providing support in transfers, client payments, on boarding, account amendments
• Resolving queries from clients in a prompt and accurate manner
• Collating quarterly reports; generating mail merges
• Audio typing and producing accurate documentation
• Creating presentations and meeting packs
• Maintaining diaries, arranging meetings and organising travel
• Taking meeting minutes
• General administrative support: filing correspondence, opening and distributing post,

Requirements

• Proven administrative experience within Financial Services, Investment or Wealth Management
• Confident self-starter with strong time management skills
• Flexible approach to work, ability to prioritise to changing demands
• Exceptional attention to detail, whilst maintain awareness of compliance and policy
• Can develop and maintain essential client relationships
• Competent user of MS Office; CRM experience advantageous