Job Title

Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangementsDeveloping and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clientsAccount opening and closingTransfer of stock into accounts and paymentsUpdating Avaloq with static dataProducing excel reports via data held on AvaloqWhen required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctlySupport Investment Managers with preparation and administration for client pitches and meetingsAssisting wider team with ongoing projectsCarry out any other relevant duties within the remit of the role and as reasonably directed by managementContribute to efficiency improvement initiatives and sharing of best practiceUndertake technical or any other relevant training as and when requiredBe proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.