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Up to £45,000 plus bonus and benefits
Hybrid working available
Due to exciting growth and business needs, a fantastic opportunity has arisen to join a boutique wealth management firm in the heart of London, as they seek a high-level support assistant to work directly with the company’s Director. We are seeking candidates with experience working within private banking or investment management, who are seeking a dynamic role where they can get involved with a bit of everything! This role will involve areas of EA support, onboarding new clients, assisting with the reconciliations process, managing invoices and payments etc and MUCH MORE.
Duties of the Office Manager to include:
- All-round administrative skills. This will involve diary management, client liaison, meeting scheduling, preparing briefing packs for client meetings, liaising with stakeholders and much more!
- Supporting with accounting functions, including quarterly invoices, accounts receivable / payable
- Supporting and liaising with fund managers. Assisting with reconciliations
- Efficiently handled all KYC requests and onboarding processes for new clients, service providers, counterparties etc. This will involve handling client documentation, and ensuring this is all stored securely on the company system.
- Supporting with the firm’s compliance activities.
- Supporting the CEO with any ad hoc projects, including HR and recruitment, people management, event organisation
Requirements for the successful candidate to include:
- Strong administrative skills are essential (e.g. diary management, scheduling, coordinating itineraries etc)
- Previous experience working within private banking and/or fund/asset management high desirable
- Must be seeking a dynamic role where you will be given autonomy over your work. We are seeking someone proactive and hard-working who is happy to get involved with a little bit of everything
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
