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Desk Assistant (6-month FTC)

  • Permanent

Job Title: Desk Assistant

Location: London  

Role Overview:

William Rose Associates is currently assisting a well-known Financial Services firm based in London who are looking to hire a Desk Assistant for their forward-thinking team. 


  • Support the Investment Management team in the development and management of client relationships.
  • Producing letters and presentation packs.
  • Entering new data and managing current data in the firm’s Customer Relationship Management software system.
  • Handling day-to-day client queries and administrative matters such as payments, setting up new accounts, sending out client documentation.
  • Answering telephone calls on the main switchboard.
  • Filing of paperwork electronically relating to client correspondence.
  • Assisting with the post and scanning relevant correspondence when required.
  • Placing deals for execution only clients or at the request of an Investment Manager.
  • Arranging catering for client/fund manager meetings.
  • Other duties as may be expected of a desk assistant at an Investment Management firm.



  • Good MS Office skills including Outlook, Excel, Word and PowerPoint.
  • Experience using Microsoft Dynamics CRM is preferable.


  • Excellent organisational skills.
  • Accuracy and attention to detail.
  • Good oral and written communication skills.
  • Focus on delivering internal and external customer satisfaction.

Knowledge and Expertise

  • Good awareness of FCA regulatory environment.

Experience, qualifications and other requirements

  • Minimum 2 years’ experience working in administrative support within financial services.

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William Rose Associates
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