Investec Jobs as Receptionist/Investment Administrator at Leeds,England,UnitedKingdom 2022

Website Investec

This Job Listing is about Investec in Leeds,England,UnitedKingdom 2022 posted on

About the job


Team Description

This is an exciting opportunity to join a large investment management office to provide important client and administrative support. The office has a large investment base and manages funds for a broad selection of individuals, families, pensions, trusts, offshore structures and charities.

You will be encouraged to build relationships with clients, intermediaries, share your thoughts and ideas on new regulations and help the team develop their procedures in light of changing regulations and internal procedures.

Description of role and key responsibilities

Main tasks

  • Operation of Telephone Switchboard, help with queries, take messages and transfer calls as necessary
  • Welcoming clients/visitors on behalf of the Teams within the Office
  • Maintain diary for all meeting rooms
  • Assist with ordering and serving cateringefreshments
  • Handle incoming/outgoing post including scanning and printing as required
  • Arrange couriers and taxis as required
  • Organise video conferences between offices and external contracts
  • Ordering and sorting hard copy client documents/literature
  • General administration duties to give assistance, continuity and support to teams as required
  • Prepare responses to incoming correspondence and emails as requested
  • Keep abreast of operational and administrative procedures
  • Liaise with building management and the facilities team
  • Carry out full range of administrative duties as requested or by using own initiative.
  • Liaise with various departments throughout the business necessary
  • Ensure compliance with regulatory and organisational requirements /procedures at all times
  • Preparation of forms for potential new clients to ensure they meet internal and regulatory standards
  • Liaise with clients and/or advisers to on-board new accounts
  • Arranging the transfer of investments for new and existing client ensuring the transfer is completed as efficiently as possible.

Core skills and knowledge

  • Do you have excellent customer service and communication skills?
  • Are you competent at working to deadlines and managing own time?
  • Do you have a flexible attitude to work in response to changing workloads and deadlines within the team?
  • Do you have exceptional focus on attention to detail?
  • Do you have good numerical skills?
  • Highly IT literate with an ability to learn new systems.
  • Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
  • Working knowledge of Fiscal and Pulse is desirable but not essential.
  • Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
  • Excellent telephone manner.
  • Relevant administrative experience in a private client investment support

Other attributes that would be helpful, but not essential for the role.

  • Wil be encourage to work towards the IAD qualification, with the necessary support from the team/business
  • Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
  • Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day to day business.

Vacancy Type: 
Full Time 
Job Location:
Application Deadline:

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