We require a Branch Assistant, based out of our Kensington branch, to provide a reception service for the branch, and full administrative support to the team of Investment Managers.
Key Accountabilities
- Assisting investment managers in own team as required
- Reception service – meeting and greeting clients/visitors, maintaining a presentable and attractive reception area
- First point of contact on the phones
- Postal duties – inbound and outbound
- General administrative duties in support of the Investment Managers and their client work
- Setting up of meeting rooms in preparation for client/prospect meetings
- Ensuring all Trust/Stock Buy lists, product packs, magazines and brochures are visible, tidy and up-to-date
- Distribution of any product packs and follow-up of any returned forms
- Maintaining stationery and office supplies
- Dealing with maintenance staff, as required.
- Assisting with Branch marketing initiatives
Competencies / Skillset
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
- Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
- Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Qualifications / Experience Required
- Educated to A-level standard (or equivalent)
- Competency with IT
- A demonstrable interest in Finance or Investment Management
- Some previous experience within an office environment is advantageous
- A willingness to learn and work towards industry-related professional qualifications (CISI) highly desirable
Contractual Hours
9.00am – 5.30pm, Monday to Friday
Get In Touch
Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
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