Investment Assistant

Recruiter
HCK Consultants Ltd
Location
Exeter
Salary
£17000
Posted
13 Jul 2017
Expires
20 Jul 2017
Sector
Accounting
Investment Managers Assistant is required to join the investment team in a very busy financial Services business. This is a fantastic opportunity for someone with an interest in investments to provide support to this team in a busy environment. Applicants should have a good academic background, ideally with A Levels and will have excellent administration experience combined with first class communication skills. As the Assistant to this team you will provide an accurate and efficient service helping to maintain a strong relationship between the investment manager and the client. The ideal candidate will provide a high standard of administrative support to a successful investment management team. The candidate will be working for a small but busy team of investment managers who are responsible for a range of discretionary and advisory clients, handling client queries and liaising with the Operations department. With your accuracy and attention to detail you will assist in all aspects of opening and maintaining client accounts, including obtaining AML documentation, whilst keeping client information up to date and assisting in the production of client suitability reports. Experience of working in an investment or financial services environment would be desirable however applicants will be considered if they have proven experience in a client services environment combined with administration Applicants should also be highly organised, and numerate with The ability to work under pressure whilst maintaining a high level of attention to detail and accuracy is essential. If you have an enthusiastic and can do attitude combined with the above experience then please apply without delay sending your CV to Hollie at HCK Consultants Ltd. This is really an opportunity with career progression in a fantastic company and one not be missed

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