Senior Investment Assistant
other jobs Be-IT
Added before 5 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £50,000 per annum
Job Description:
Full job descriptionMy Leeds based client are currently hiring for an experience Senior Investment Assistant to join their established team on a permanent basis. This is an excellent opportunity to act as a valued member of the business providing. You will be part of a team of experts, acting as the go to contacts for a number of business needs and helping to ensure the seamless running of the day to day business processes.
Key responsibilities for this role include:
*Acting as a key point of contact for a number of queries for internal and external clients assisting with admin and process challenges.
*Help to manage internal and external clients and assist with ad hoc enquiries
*Monitor the quality of administration processes and services provided by the team to ensure consistent standards and outputs
*Ensure the team are meeting all cut off points and deadlines for client queries including trading and regulatory requirements
*Operate as an account opening SME ensuring compliance and regulatory requirements are met for on-boarding of all new clients
*Assist with delegating roles to the investment support team and ensure fair work allocation and output
*Support team members with professional development and on the job learning
*Act as a collaborative partner with pother business areas including CDD and overall compliance
*Act as deputy for managers during times of leave covering meetings and updates as required.
*Ensure all team processes fall in line with external requirements and business best practice
Key experience for this role includes:
*Experience supporting Front office investment functions within the Investment Management industry
*Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.
*Level 4 IAD would be highly valuable - willingness to undertake this qualification would also be beneficial if it is not already obtained
*Experience of team management or supervision including managing on compliance and regulatory requirements is essential
*Strong experience of undertaking a high volume of administration tasks within Investment Management
*FCA regulatory experience is essential for this role
*Evidence of being able to manage and prioritise team workload as well as your own tasks is a critical requirement for this role
This is a hybrid opportunity with 3 working days per week spent in the office.
For more information please apply directly.
Key responsibilities for this role include:
*Acting as a key point of contact for a number of queries for internal and external clients assisting with admin and process challenges.
*Help to manage internal and external clients and assist with ad hoc enquiries
*Monitor the quality of administration processes and services provided by the team to ensure consistent standards and outputs
*Ensure the team are meeting all cut off points and deadlines for client queries including trading and regulatory requirements
*Operate as an account opening SME ensuring compliance and regulatory requirements are met for on-boarding of all new clients
*Assist with delegating roles to the investment support team and ensure fair work allocation and output
*Support team members with professional development and on the job learning
*Act as a collaborative partner with pother business areas including CDD and overall compliance
*Act as deputy for managers during times of leave covering meetings and updates as required.
*Ensure all team processes fall in line with external requirements and business best practice
Key experience for this role includes:
*Experience supporting Front office investment functions within the Investment Management industry
*Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.
*Level 4 IAD would be highly valuable - willingness to undertake this qualification would also be beneficial if it is not already obtained
*Experience of team management or supervision including managing on compliance and regulatory requirements is essential
*Strong experience of undertaking a high volume of administration tasks within Investment Management
*FCA regulatory experience is essential for this role
*Evidence of being able to manage and prioritise team workload as well as your own tasks is a critical requirement for this role
This is a hybrid opportunity with 3 working days per week spent in the office.
For more information please apply directly.
Job number 4097891
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