Job Title: Team Assistant / Secretary | City Investment Management Business | Salary: £35,000 - £40,000 (DOE)
A fantastic opportunity has arisen for an experienced Team Assistant / Secretary to join a reputable City Investment Management business. This role is ideal for someone with around 2 years of financial services experience in client administration or legal experience with an interest in private fund management. The business is open to applicants looking for either full-time or part-time work (4 days a week).
This busy and varied role will involve daily dictation and typing, so accuracy is key.
Responsibilities:
- Assist with the new client account opening process
- Draft client reports and correspondence accompanying valuations, dealing letters, or Investment Manager recommendations, and respond to ad hoc client requests/queries
- Typing and filing, ensuring all documentation is accurate and up to date
- Proofread and check documents for clarity and correctness
- Maintain filing systems, regularly update information, and ensure the internal CRM system is kept current
- Conduct annual file reviews to check filing systems
- Proactively identify efficiencies and potential process improvements
- Complete SharePoint forms for Investment Manager approval
- Prepare payment, receipt, transfer, and other forms for Investment Manager approval
- Assist in resolving administrative queries promptly
- Take telephone messages and relay them to the Investment Manager
- Ensure client background and suitability reports are kept up to date
- Provide desk administration cover during periods of high volume, illness, or other absences
- Perform any other ad hoc team administration as required
Skills and Experience Required:
- Excellent written and verbal communication skills
- Ability to develop and maintain excellent internal and external relationships
- Strong customer-facing skills
- Analytical and numerate with a keen attention to detail
- Highly organised with the ability to multitask and prioritise effectively
- Computer literate and an advanced user of Microsoft Excel, Outlook, and Word
- GCSE (or equivalent) English (grade C or above)
In addition to a brilliant team culture, the company offers excellent benefits and a collaborative, supportive work environment.
This role will pay £35,000 - £40,000 (DOE).
Lily Shippen is a leading recruitment agency specialising in business support and HR roles across the UK. We excel in connecting exceptional talent with organisations seeking to enhance their teams. Our focus includes sourcing top candidates for positions such as Personal Assistants, Executive Assistants, Private PAs, Office Managers, and Team Assistants. We also recruit for a variety of HR roles, including Generalists, Learning & Development, Recruitment (Experienced and Graduate), and HR Operations. Our expertise spans multiple sectors, including financial services, legal, creative industries, and professional services. With offices in London and Manchester, we provide tailored recruitment solutions for temporary, permanent, and fixed-term contracts, supporting founders and businesses in achieving their goals. Whether you’re looking to elevate your team or advance your career, Lily Shippen is your trusted partner in recruitment.