Investment Managers Assistant

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.

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