Job Description:

We are working on an excellent opportunity for an Administration Assistant to join a leading investment management firm in London on a part-time basis. The successful candidate will provide comprehensive administrative support to the Investment Management team and wider business to deliver an excellent client service.

This role is part-time, 28 hours a week.

Skills/Experience:

• Have experience working in an administrative role in Financial Services, the Investment or Wealth Management industry
• Understanding of the regulatory environment in which the company operates
• Understanding of the products and services the company provides
• Be proactive in seeking opportunities to gain knowledge and understanding to aid ability to complete the role to a high standard.

Core Responsibilities:

• Opening clients' accounts whilst adhering to AML regulations.
• Process and monitor account amendments for any changes of client information.
• Provide administration support for portfolio transfers in and out of the company.
• Obtain and review CGT information.
• Internally transfer holdings between accounts.
• Process and monitor account closures.
• Contribute to support staff meetings, suggesting improvements to procedures and processes
• Respond promptly to telephone calls, take and pass on clear messages and project a positive image of the organisation.
• Provide ad hoc administration support including reception cover as required including answering calls, welcoming guests, and preparing for meetings.
• Facilitate, manage and file client correspondence and records in a timely and efficient manner ensuring accuracy of data.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16107

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM