Job description

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

Team Assistant (6825)

We're one of the UK's leading investment management companies, with responsibility for over £44 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.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

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 Assistant

Location: London

What is the team like?

An Investment Management team managing multi-asset family, pension, trust, offshore, company and charity investment portfolios, working closely with clients and advisers to deliver a high quality, bespoke service.

What is the purpose of the role?:

To help sustainably maintain and grow our client base through providing a high level of service to clients and IFAs/intermediaries we work with.

What are the key responsibilities?

  • To provide ongoing general administrative duties and support to the team on a timely basis
  • Assist with the preparation, checking, distribution and streamlining of valuation reports to clients
  • Preparation of client meeting packs
  • Undertake ad-hoc letters and mail shots as required
  • Team expenses
  • Organising team events, client meetings and video conferences
  • Liaise professionally with clients and intermediaries as required
  • Help 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
  • Help the wider team where relevant

What core skills and knowledge are we seeking?

  • Excellent knowledge of Microsoft Word, Outlook and Excel
  • Excellent grammatical skills
  • Ability to learn and develop knowledge of internal systems, including Pulse and Access systems (training will be provided)
  • Familiarity with stock market terminology and a regulatory environment an advantage
  • Numerate
  • High attention to detail, ensuring accuracy in work
  • Pro-active nature and keen to help clients

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.

Other attributes that would be helpful

  • Reliable and enthusiastic individual with a strong sense of integrity
  • Proactive individual who is naturally efficient, conscientious, organised, can manage time well, competent at working to deadlines and keen to learn
  • Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day-to-day business
  • A team player who is flexible, so as to help clients, and occasionally work extra hours and is happy to work in a team environment

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

Meet the recruiter

Jess Sheehan


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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