Operations Assistant

Operations Assistant - Start-up Wealth Management firm - Up to 50k. 

This is a charming boutique Wealth management firm, based in newly refurbished offices moments’ walk from Bond Street tube station and short walk from Green Park and Oxford circus. Working with super friendly employees you will be supporting the Managing Partner and CFO with all operational duties, working directly with clients and being hugely involved in the wealth management process, from on-boarding new clients and KYC, preparation of presentations and investment assistant duties, as well as organising events.

You will have experience working within financial services and ideally wealth management, with proven experience within client onboarding, KYC and compliance duties.

You will have the ability to prioritise multiple tasks and be happy to be a hands-on team player within a small office. This is an incredible chance to progress your career and be hugely involved.

25 days holiday and flexible working hours.