Desk Assistant, Investment Management, EC2

Do you have 1 years’ experience working in Financial Services?

Are you a confident communicator who thrives in a client facing role?

Are you eager to learn by supporting a team of investment managers on a busy desk ?

If the answer is yes; we’d love to hear from you.  Particularly if you are strong on processes and IT and enjoy being part of a successful team.

What you’ll be doing day-to-day:

• Entering deal instructions received from Investment Managers
• Preparing letters and presentation packs
• Entering new data and managing the CRM software
• Processing investor applications and coordinating investor processes, including KYC
• Responding to client and advisor queries
• Managing multiple appointments within a shared diary
• Electronic and physical filing of paperwork relating to client correspondence
• Maintaining up to date understanding of risk and regulatory requirements
• Providing support with general administration for the desk

The skills you need to bring:

• Educated to A level standard plus one year’s work experience
• Advanced MS Office, especially Excel and Word
• An understanding and interest in Financial Services
• Strong customer service skills
• Confident communication skills
• Hard-working attitude