We require a Team Assistant to provide administration services to support the Investment Management team and ensure the smooth running of the team.

Key Accountabilities

• Assist Investment Managers in team as required
• Meeting and greeting clients
• Coordinate client communication; calls / messages / forward on as necessary
• Organise meetings and functions, including provision of refreshments as required
• Help Investment Managers prepare for meetings, for example collating new client packs or printing portfolios
• Compose letters and emails
• Mail merge work for marketing letters
• Updating Figaro (client database) and other client facing administration including client payments, contract notes and monitor client debts
• Coordinate account opening and transfers ensuring clients have correctly filled out the appropriate paperwork. Monitor transfers and liaise with relevant parties.
• Typing of meeting / phone call notes into in-house client data management system (CRM)
• Deal with the post – open / distribute in the morning and stamp / take to the post box in the evening
• Filing and ordering stationery
• Assist and coordinate marketing initiatives for example organise flyers to be printed

Competencies / Skillset

• Getting Things Done
• Communication & Sharing Knowledge
• Customer Service
• Effectiveness & Adaptability
• Team Working

• Good computer literacy with skills in Excel/Word/Outlook
• Excellent attention to detail
• Aptitude for learning and willingness to develop and expand role where required

Qualifications / Experience Required

• Educated to A-level or equivalent is desirable but not essential
• Previous experience of working in customer service
• Previous experience within the financial services is desirable
• Excellent planning and organisational skills
• Ability to prioritise under pressure

Reporting Line

Partner

Contractual Hours

9.00am – 5.30pm, Monday – Friday

Get In Touch

Please send a CV and covering letter to recruitment@killik.com with the subject title of the role you are applying for.

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