Full job descriptionWise May are working with a regarded Investment Management firm based in the West End, who are looking to hire an Operations Assistant to join their Client Services (Tax) team.
This is a fantastic opportunity to join a collaborative, fast-paced environment with excellent long-term progression. The role offers a blend of administration, client interaction, and technical onboarding within a specialist tax-focused team supporting both personal and business investment clients.
This is a full-time, permanent role. The hybrid working arrangement is 3 days in the office and 2 from home.
Operations Assistant duties and responsibilities:
* Supporting the onboarding of new clients, ensuring all compliance and AML requirements are met
* Managing client documentation, including scanning, processing post, and maintaining accurate records
* Performing data entry and updating internal systems
* Handling more complex administrative instructions such as client withdrawals, transferring investments between family members and supporting cases involving bereavements
* Liaising with internal stakeholders and senior team members to progress cases
* Speaking with clients to request information, provide updates, and follow up on outstanding requirements
* Ensuring all work is completed in line with strict regulatory and compliance standards
Operations Assistant key skills and experience required:
* Degree educated (2:1 or above preferred)
* Previous experience within financial or professional services is desirable
* Strong administrative skills with excellent attention to detail
* Confident communicator, comfortable speaking with clients and senior stakeholders
* Organised, proactive, and able to manage a varied workload
* Keen to build a long-term career within investment management / finance
* Adaptable and able to work under pressure
Company Benefits Include:
* Hybrid working (3 days office / 2 remote)
* Strong long-term career progression within a growing investment firm