Investment Assistant - 4 days WFH - Wonderful Family-Run Wealth Management Firm
Investment Assistant - 4 days WFH - Wonderful Family-Run Wealth Management Firm
Job Reference 04/4303
Added : 03/11/2023
Expiry : 01/12/2023
An exceedingly successful family-run private wealth management firm is looking for a highly organised Investment Assistant to join their close-knit team. This charming team of three wealth managers need someone they can trust to keep on top of them and ensure the smooth running of the office and its processes.
Only needing to be in the office one day a week, the role could be full-time, or 4 days a week, or 4 days a week worked over 5 days – for the right person, they are totally flexible.
A lynchpin position, duties include:
- Inbox Management
- Diary Management
- Client liaison and administration (payment requests/onboarding paperwork etc)
- Meeting management and preparation
- Following up on meetings
- Maintaining the new CRM system and actioning data
The successful candidate will be self-assured and confident, positive with a great sense of humour, as well as articulate and able to take charge when needed. You will be highly organised, have strong written and verbal communication skills and high attention to detail, be an excellent relationship builder with anyone and everyone, and be absolutely discreet. They need someone who will take initiative and chase what needs chasing, but also be understanding and accommodating to any last-minute changes that may crop up. Ideally, this person will have worked in wealth management previously, with 8+ years of administrative experience. A family-feel environment, personality is key.
This really is a fantastic opportunity to work with a small band of wonderful, compassionate, understanding and funny people, with immense flexibility – a truly one-of-a-kind role!
Currently interviewing, apply now.
We act as an employment agency for this role. Knightsbridge Recruitment specialise in Chiefs of Staff, EAs, PAs, Private PAs, Team Assistants, Receptionists and Office Managers across all industries. If you are already registered with us please contact your consultant directly. Due to the large number of applications we receive, unfortunately we are not able to respond to them all individually.