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Administrative assistant
Administrative Assistant

Administrative Assistant

Meraki Talent Limited

Posted 9 hours ago, valid for 19 days

Exeter, Devon EX4 2PL

Full Time

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Sonic Summary

Meraki Talent is seeking an Administrative Assistant for a leading Investment & Wealth Management firm in the UK.
The role requires experience in a similar administrative position within Financial Services, Investment, or Wealth Management.
Candidates should possess strong organizational and communication skills, along with a proactive approach to learning and problem-solving.
The salary for this position is competitive, and the firm emphasizes professional development and a collaborative team environment.
A minimum of GCSEs in English & Maths (A–C) or equivalent qualifications is required for applicants.

Meraki Talent is delighted to be supporting one of the UK’s leading Investment & Wealth Management firms with the appointment of an Administrative Assistant. This is a fantastic opportunity for a confident and detail-oriented individual to join a highly regarded firm that puts client experience and professional excellence at the heart of everything they do. Key Responsibilities:

Open client accounts in line with AML and internal compliance regulations
Process and monitor changes to client information and account amendments
Assist with portfolio transfers and internal account transactions
Review and collate Capital Gains Tax (CGT) information
Process account closures and maintain up-to-date client records
Support internal meetings and contribute to process improvements
Respond to incoming calls, take clear messages, and provide a professional first point of contact
Provide ad hoc admin support, including reception duties and meeting preparation

Candidate Specification:

Experience in a similar admin role within Financial Services, Investment, or Wealth Management
Strong understanding of regulatory requirements and compliance procedures
Knowledge of investment products and services is advantageous
Proactive approach to learning and problem solving
Excellent organisational and communication skills
GCSEs in English & Maths (A–C) or equivalent qualifications

This is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. You’ll be joining a collaborative and professional team that supports personal development.If this is a role you are interested in, contact Nick Nikitin on or +

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