1096324 Published: 22 February 2019
Job Type
£28,000 to £35,000 + bonus + benefits
City of London
Consultant Name
Claire Mun
Contact Number
020 7588 8999


This well-established Wealth Management company in the heart of the City is looking to recruit an Assistant to join a busy Investment teams.  The role will comprise approximately 50% audio typing and 50% diary management for two Investment Managers and their team.

You should be able to demonstrate strong verbal and written communication skills and have a good client facing manner, great time management skills, be comfortable doing large mail mergers and be able to work to deadlines in a calm, methodical and professional manner. Previous experience within a wealth organisation would be preferable.


  • Provide timely and accurate audio and general copy typing for the team
  • Answer the phone, take messages and transfer calls as necessary, welcome clients and visitors on behalf of the Investment team
  • Set up new client details as necessary
  • Assist with the preparation, checking and distribution of reports and mailshots
  • Organise video conferences between offices and external contacts
  • Ensure all activities/actions undertaken meet and comply with compliance standards, including Suitability, KYC, FATCA etc. (training given)


  • Competent user of Microsoft Word, Excel and Outlook, strong short hand or speed writing
  • High attention to detail, ensuring accuracy in typing work.
  • Excellent communication skills, speaking and writing clearly and concisely.
  • Ability to work well under pressure, remaining calm.
  • Good time management skills – prioritising and making effective use of time. Act promptly in response to requests and queries.
  • Good client facing manner.
  • Comfortable doing large mail mergers
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