Job Title

Meraki Talent is delighted to be supporting one of the UKs 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.In order to make an application, simply read through the following job description and make sure to attach relevant documents.Key ResponsibilitiesOpen client accounts in line with AML and internal compliance regulationsProcess and monitor changes to client information and account amendmentsAssist with portfolio transfers and internal account transactionsReview and collate Capital Gains Tax (CGT) informationProcess account closures and maintain up-to-date client recordsSupport internal meetings and contribute to process improvementsRespond to incoming calls, take clear messages, and provide a professional first point of contactProvide ad hoc admin support, including reception duties and meeting preparationCandidate Specification:Experience in a similar admin role within Financial Services, Investment, or Wealth ManagementStrong understanding of regulatory requirements and compliance proceduresKnowledge of investment products and services is advantageousProactive approach to learning and problem solvingExcellent organisational and communication skillsGCSEs in English & Maths (AC) or equivalent qualificationsThis is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. Youll be joining a collaborative and professional team that supports personal development.If this is a role you are interested in, contact Nick Nikitin on Nick.Nikitin@merakitalent.com or+44 20 4571 7392