Desk Assistant
- Permanent
William Rose Associates are currently partnering with an established Investment Management Firm based in London, which is looking for a Desk Assistant to join the business.
ESSENTIAL SKILLS | Desk Assistant
- Proficient in MS Office, including Outlook, Excel, Word, and PowerPoint.
- Experience with Microsoft Dynamics CRM is a plus.
- Strong organisational skills.
- High level of accuracy and attention to detail.
- Effective oral and written communication skills.
- Committed to ensuring customer satisfaction, both internally and externally.
- Knowledgeable about the FCA regulatory environment.
- At least 2 years of administrative support experience in financial services.
OVERVIEW | Desk Assistant
We are seeking a motivated individual to support the Investment Management team in managing and developing client relationships. Key responsibilities include producing letters and presentation packs, entering and managing data in the firm’s Customer Relationship Management (CRM) system, and handling day-to-day client queries and administrative tasks such as payments, setting up new accounts, and sending out client documentation. Additional duties will involve answering telephone calls on the main switchboard, electronically filing client correspondence, assisting with post and scanning relevant documents, placing deals for execution-only clients or at the request of an Investment Manager, and arranging catering for client or fund manager meetings. Other ad-hoc tasks may also be required as part of your role as a desk assistant in an Investment Management firm. If you are detail-oriented, proactive, and eager to contribute to a dynamic team, we encourage you to apply.
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