Investment Managers' Assistant
Office Angels
England, Oxfordshire, Oxfordshire, England
5d ago

Investment Managers' Assistant

Are you an innovative, confident and personable character?

Do you have excellent administration and communication skills?

If you are somebody who can handle challenging situations in a fast-paced environment and can relate to the above, we would love to hear from you!

Our client based in Oxford have been in business since the 1700's and they are one of the most recognised names in wealth management in the UK, and they have an exciting opportunity for an Investment Managers' Assistant to join their close-knit team.

This important role will support the with all general administration and client support.

Key Responsibilities

  • Build and maintain strong, long lasting relationships internally.
  • Deal with administration for the team and identify ways of improving efficiency.
  • To assist in all aspects of opening and maintaining client accounts.
  • To follow the progress of stock movement into Rock (Nominees) and follow up any problems / issues which may arise.
  • To liaise with the accounts department over cash movements and to administer payments.
  • Accurate Data Entry.
  • Buys and sells, as well as related Capital Gains Tax calculations.
  • Assist with Probate valuations.
  • To ensure that compliance regulations are adhered to.
  • Following up potential new client leads.
  • To be able to work independently without instruction.
  • To proactively monitor own workload and prioritise action where required.
  • Ideal Job Requirements / Experience and or Qualifications

  • Excellent verbal and written communication skills.
  • Hard-working, adaptable, with strong administration background.
  • Excellent organisational and prioritisation skills.
  • Experience of CRM software and excellent MS Office (Word, Outlook, and Excel).
  • Ability to support multiple internal key stakeholders' administrative requirements.
  • If you have the skills for this role then apply today. Office Angels are an equal opportunities employer.

    Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers.

    Office Angels UK is an Equal Opportunities Employer.

    By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser :

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