Team Assistant, Investment Management
A leading Wealth Management business are seeking a Team Administrator to join their Newcastle-based offices and work closely with the Investment Management division. This role will be part of a small and collaborative office, whilst being part of a larger, acquisitive wealth management firm who have demonstrated strong growth across the UK in recent years. Duties include;Supporting various teams as necessary e.g., writing up file notes, drafting letters, arranging client meetingsAccount opening and closingTransfer of stock into accounts and paymentsUpdating Avaloq with static dataSupport Investment Managers with preparation and administration for client pitches and meetings Due to the fast-paced nature of the role, the ideal candidate will have experience within either a Financial Planning/Advisory or Investment Management environment, working closely with Advisors and being a point of contact for clients.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!