About the Role: We are seeking a highly organised and proactive Investment Managers' Assistant to join our dynamic and client-focused investment management team. This is a fantastic opportunity to support a small but busy group of investment managers who handle a diverse portfolio of discretionary and advisory clients. This is a non-regulated, administrative role that plays a vital part in maintaining strong client relationships and ensuring the smooth operation of day-to-day investment activities. Key Responsibilities: Provide comprehensive administrative support to investment managers. Manage incoming correspondence and complete dictation transcriptions. Assist with opening and maintaining client accounts, including AML documentation. Maintain accurate and up-to-date client records and assist in preparing suitability reports. Liaise with clients and intermediaries such as solicitors and accountants. Monitor and follow up on new investments and resolve any related issues. Coordinate with the accounts department on cash movements and payments. Ensure compliance with regulatory requirements. Support onboarding of new clients and manage KYC documentation. Handle occasional special projects and contribute to process improvements. Qualifications & Experience: GCSEs (or equiv...
Job Title
Investment Managers Assistant