Investment Managers Assistant
Charles Stanley, Plymouth
Investment Managers Assistant
Salary not available. View on company website.
Charles Stanley, Plymouth
- Full time
- Permanent
- Onsite working
Posted 2 weeks ago, 13 Jul | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 52478596333d4e7bbb3ea7eba42e5cb8
Full Job Description
Investment Managers Assistant
Charles Stanley & Co.
Plymouth, United Kingdom
Permanent
2025-07-12T07:13:31.157Z
22967599
Full time
Competitive
Job Description
Job Purpose
To provide comprehensive administrative support to the branch, ensuring the smooth and efficient handling of client-related processes and internal operations. This is a non-regulated position focused on delivering high-quality service and support to Investment Managers (IMs) and clients.
Key Responsibilities
- Deliver a full range of administrative services to support the team's daily operations.
- Manage incoming and outgoing DX and Royal Mail correspondence, ensuring timely processing and accurate record-keeping via relevant spreadsheets.
- Handle document management tasks including scanning, shredding, and photocopying.
- Prepare and print documentation required by IMs for client meetings.
- Assemble onboarding packs and documentation for prospective clients.
- Follow established onboarding procedures for new and upgraded clients, ensuring all necessary documentation is complete and accurate for IMs to conduct reviews.
- Maintain internal documentation for suitability reviews and coordinate timely distribution of KYC refresher requests to clients.
- Ensure client valuations are produced and dispatched within regulatory timeframes.
- Greet clients and visitors professionally, escort them to meeting rooms, and provide refreshments as needed.
- Uphold personal compliance with all regulatory requirements and actively promote a culture of compliance within the branch.
Qualifications & Experience
- Educated to degree level, with qualifications in Maths and English at Higher level (or equivalent).
- Previous experience in a similar administrative or financial services environment is desirable but not essential.
Skills & Competencies
- Exceptional attention to detail and a high degree of accuracy.
- Strong written and verbal communication skills.
- Excellent organisational and time management abilities.
- Proactive and able to use initiative to support the team effectively.
- Comfortable working under pressure and meeting tight deadlines without compromising quality.
- Flexible and adaptable, with a collaborative team-oriented mindset.
- Proficient in Microsoft Office, particularly Excel.
#s1-Gen
reviews and coordinate timely distribution of KYC refresher requests to clients. Ensure client valuations are produced and dispatched within regulatory timeframes. Greet clients and visitors professionally, escort them to meeting rooms, and provide refreshments as needed. Uphold personal compliance with all regulatory requirements and actively promote a culture of compliance within the branch. Qualifications & Experience Educated to degree level, with qualifications in Maths and English at Higher level (or equivalent). Previous experience in a similar administrative or financial services environment is desirable but not essential. Skills & Competencies Exceptional attention to detail and a high degree of accuracy. Strong written and verbal communication skills. Excellent organisational and time management abilities. Proactive and able to use initiative to support the team effectively. Comfortable working under pressure and meeting tight deadlines without compromising quality. Flexible
and adaptable, with a collaborative team-oriented mindset. Proficient in Microsoft Office, particularly Excel.
Direct job link
Relevant jobs
- Admin / Secretarial / PA Jobs in Barnstaple, Devon
- Admin / Secretarial / PA Jobs in Bath
- Admin / Secretarial / PA Jobs in Bournemouth
- Admin / Secretarial / PA Jobs in Bridgwater, Somerset
- Admin / Secretarial / PA Jobs in Bridport, Dorset
- Admin / Secretarial / PA Jobs in Bristol
- Admin / Secretarial / PA Jobs in Chard, Somerset
- Admin / Secretarial / PA Jobs in Cheltenham, Sir Fynwy - Monmouthshire
- Admin / Secretarial / PA Jobs in Christchurch, Forest of Dean
- Admin / Secretarial / PA Jobs in Cirencester, Gloucestershire
- Admin / Secretarial / PA Jobs in Devizes, Wiltshire
- Admin / Secretarial / PA Jobs in Dorchester, Oxfordshire
- Admin / Secretarial / PA Jobs in Exeter
- Admin / Secretarial / PA Jobs in Falmouth, Cornwall
- Admin / Secretarial / PA Jobs in Gloucester
- Admin / Secretarial / PA Jobs in Heywood, Rochdale
- Admin / Secretarial / PA Jobs in Melksham, Wiltshire
- Admin / Secretarial / PA Jobs in Paignton, Torbay
- Admin / Secretarial / PA Jobs in Plymouth
- Admin / Secretarial / PA Jobs in Poole, Somerset
- Admin / Secretarial / PA Jobs in Salisbury
- Admin / Secretarial / PA Jobs in Stroud
- Admin / Secretarial / PA Jobs in Swindon, Gloucestershire
- Admin / Secretarial / PA Jobs in Taunton, Tameside
- Admin / Secretarial / PA Jobs in Torquay, Torbay
- Admin / Secretarial / PA Jobs in Trowbridge, Caerdydd - Cardiff
- Admin / Secretarial / PA Jobs in Truro
- Admin / Secretarial / PA Jobs in Weston-Super-Mare, North Somerset
- Admin / Secretarial / PA Jobs in Weymouth, Dorset
- Admin / Secretarial / PA Jobs in Yeovil, Somerset
Similar jobs for you
Diary Manager and Assistant Private Secretary to the Minister for Investment
Department for Business and Trade,
- Full time
- Permanent
Apply on company site
Investment Consultant
Aon PLC.,
- Full time
- Permanent
Apply on company site
Global Macroeconomic Research Associate | PGIM Public and Private Fixed Income
Prudential Financial,
- Full time
- Permanent
Apply on company site
Fixed Income Portfolio Manager, Global Fixed Income, Currencies & Commodities - Associate
JPMorgan Chase & Co.,
- Full time
- Permanent
Apply on company site
Goldman Sachs Asset & Wealth Management - Fixed Income Multi Sector Portfolio Associate - London
Goldman Sachs, Inc.,
- Full time
- Permanent
Apply on company site