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Portfolio Manager's Assistant

Playing a key role in client onboarding, Know Your Client and suitability processes.

Ensuring client documentation is correctly prepared, completed, scanned and filed.

Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.

Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.

Liaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of funds.

Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.

Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.
Correspondence with clients including quarterly valuations.
Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.

Skills, Behaviours and Experience
Previous experience in a similar role in a Wealth Management firm.
A minimum of 3 A' Levels.
Excellent verbal communication skills.
Good written communication skills.
Ability to work to deadlines.
IT literate (MS Office).
Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.