Team Assistant

Canaccord Wealth; Newcastle upon Tyne; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial services firm in the UK is seeking an individual to provide administrative support for Investment Managers. The role involves developing client relationships, handling account processes, and maintaining data accuracy in Avaloq. Ideal candidates will have strong administrative skills and knowledge of the financial services industry. The position promotes proactive learning and improvement initiatives within the team.

Qualifications

• Experience in providing administrative support in a financial context.
• Ability to manage client relationships effectively, especially with vulnerable clients.
• Knowledge of financial products and services.

Responsibilities

• Provide administrative support as directed by the Investment Manager.
• Develop and maintain client relationships with timely support.
• Assist in account opening and closing processes.

Skills

Administrative support

Client relationship management

Data entry

Excel reporting

Financial services knowledge

Tools

Avaloq

Excel

Job description

• Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements
• Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients
• Account opening and closing
• Transfer of stock into accounts and payments
• Updating Avaloq with static data
• Producing excel reports via data held on Avaloq
• When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly
• Support Investment Managers with preparation and administration for client pitches and meetings
• Assisting wider team with ongoing projects
• Carry out any other relevant duties within the remit of the role and as reasonably directed by management
• Contribute to efficiency improvement initiatives and sharing of best practice
• Undertake technical or any other relevant training as and when required
• Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.