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Admin Assistant

  • Permanent

Job Title: Admin Assistant 

Location: London

Role Overview:

William Rose Associates are working alongside an exciting Investment Management firm based in London who are looking for a Admin Assistant. The purpose of the role is to assist staff with client-related administrative tasks and to help ensure that the office runs professionally and efficiently. The Admin Assistant reports to the Head of Client Service but will also be expected to support the locally based Office Manager in their day-to-day role.


  • Support the smooth running of the office as directed by the Office Manager:
  • Daily checking and communication of answer machine messages
  • Meeting and greeting clients, answering phones, managing incoming enquiries
  • Preparation of meeting rooms for client meetings
  • Incoming and outgoing post support, international mail and arranging couriers
  • Maintaining the presentation of the office
  • Managing and updating Xplan data system as required
  • Printing and collation of client reports and application packs etc.
  • Liaising with servicing teams to provide ongoing support with case management
  • Ensuring that Advisers (Partners & PCMs) and CS are well supported in their roles
  • Preparing for adviser reviews by obtaining valuations and producing meeting packs
  • Completing adhoc data management projects
  • Supporting the CS team with email inbox management and task creation


  • The minimum academic qualification required for this job is one of the following:
  • Secondary education at “A” level with relevant work experience  
  • Industry qualification such as the IOC/IMC 

Knowledge & Experience 
  • The following knowledge/experience will be an advantage: 
  • Direct conversations with clients/advisers
  • Outlook meeting management
  • Office administration and post management
  • A basic understanding of ISAs, GIAs, Pensions 
  • Experience obtaining information from investment platforms such as Transact, 7IM, Fidelity and Quilters International 
  • Xplan data system or other data management software
  • A basic understanding of regulation such as DPA and GDPR

  • To be successful in this role, you will need the following attributes to handle the range of activities and the pressures of meeting deadlines at certain times of year: 
  • Organised
  • Approachable
  • Detail-orientated 
  • Self-motivated 
  • Reliable 
  • Enjoys dealing with people

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William Rose Associates
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