Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
  • Department:
    Investment Management
  • Division:
    IWI Investment Management
  • Employment Type:
    Full time
  • Salary:

Team Assistant (5178)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Team Description

The team manages predominantly discretionary client money totalling approximately £1bn for individuals, families, pensions, charities, trust and offshore structures.

Description of role and key responsibilities

• Are you able to provide ongoing general administrative duties and support to the team on a timely basis? 
• Do you have experience assisting with the preparation, checking and distribution of valuation reports to clients? 
• Preparation of client meeting packs
• Undertake ad-hoc letters and mail shots as required
• Team expenses
• Travel arrangements
• Organising team events, client meetings and video conferences
• Liaise professionally with clients and intermediaries as required
• Set up new clients details as necessary
• Prepare timely client correspondence as requested
• Keep abreast of operational and administrative procedures
• Ensure all activities/actions undertaken meet and comply with compliance standards, including suitability, KYC, FATCA, etc
• Liaise with the appropriate departments in respect of all admin queries and amendments to client information

Core skills and knowledge

• Excellent knowledge of Microsoft Word, Outlook and Excel
• Good grammatical skills
• Good audio and copy typing skills
• Ability to learn and develop knowledge of internal systems, including Pulse and Access systems (full training will be provided)
• Familiarity with stock market terminology and a regulatory environment an advantage
• Numerate
• High attention to detail, ensuring accuracy in work

The successful candidate will be able to demonstrate strong verbal and written communication skills, with a good client-facing manner. They should have good time management skills, be able to work to deadlines in a calm, methodical and professional manner, and work on their own initiative when required. The successful candidate will have a flexible attitude to work in response to changing workloads and deadlines within the teams.
Reliability, enthusiasm, proactive, self-motivation and integrity are essential characteristics.


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London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Boipelo Tabane

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance