Job Title

Role ResponsibilitiesCore responsibilities:Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangementsSupporting the Investment Manager in developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clientsFollowing in role training:Account opening and closingTransfer of stock into accounts and paymentsUpdating Avaloq with static dataProducing excel reports via data held on AvaloqSupport Investment Managers with preparation and administration for client pitches and meetings.After achieving the CISI: Introduction to Securities and Investment qualification: When 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 correctly.General responsibilitiesAssisting 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.