Category: Careers for accounting & finance

We’re one of the UK’s leading investment management companies, with responsibility for over £33.9 billion of client assets. We’ve worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we’re a team of 1500+ dedicated professionals located across 15 sites in the UK. We’re looking to strengthen our team and need you to come on board and make a difference.

Job title: Team Assistant, Investment Management

Location: 30 Gresham Street, London

Team Description: The team manages predominantly discretionary client money totalling approximately £1.35 bn for individuals, families, pensions, charities, trust and offshore structures.

Role Purpose: To contribute towards the effective running of the team by proactively supporting the Investment Managers to ensure that the diverse range of daily demands are met.

What you’ll be doing:

• To provide ongoing general administrative duties and support to the team on a timely basis
• Assist with the preparation, checking and distribution of valuation reports to clients
• Preparation of client meeting packs
• Undertake ad-hoc letters and mail shots as required
• Team expenses and Travel arrangements
• Organising team events, client meetings and video conferences
• Liaise professionally with clients and intermediaries as required
• Set up new clients details as necessary
• Prepare timely client correspondence as requested
• Keep abreast of operational and administrative procedures
• Ensure all activities/actions undertaken meet and comply with compliance standards, including suitability, KYC, FATCA, etc.

Skills and experience required:

• Excellent knowledge of Microsoft Word, Outlook and Excel
• Good grammatical skills
• Good audio and copy typing skills
• Ability to learn and develop knowledge of internal systems, including Pulse and Access systems (full training will be provided)
• Familiarity with stock market terminology and a regulatory environment an advantage
• Numerate with high attention to detail, ensuring accuracy in work

Does this sounds like you?

The successful candidate will be able to demonstrate strong verbal and written communication skills, with a good client-facing manner. They should have good time management skills, be able to work to deadlines in a calm, methodical and professional manner, and work on their own initiative when required. The successful candidate will have a flexible attitude to work in response to changing workloads and deadlines within the teams.

Reliability, enthusiasm, proactive, self-motivation and integrity are essential characteristics.

What can we can offer you?

• Friendly and supportive team environment
• Good salary and bonus structure
• Excellent benefits and pension package (incl. private health insurance)

We pride ourselves on having an inclusive environment here; where everyone feels free to bring their full-selves to work. If this position excites you, and you’re looking for a company where you can really grow and thrive, please don’t hesitate to apply for this opportunity.

Research shows that some candidates – particularly female candidates – can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don’t let our person specification hold you back. Get in touch!

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