This role would be to work within the Investment Management team based in Harrogate. You will provide secretarial and administrative support to the investment management team in the provision of investment services to clients. You will also work with intermediaries with onboarding clients across to Titan Private Wealth.
Role Responsibilities
- Provide secretarial and administrative support to the investment management team in the provision of investments services to clients, compiling reports, onboarding clients, filing and other administrative duties.
- To speak to clients on behalf of the Investment Manager , taking instructions and booking in meetings.
- Provide support for all the investment management teams.
- Maintain client files and records including new client set up and deletion.
- Process account opening forms, liaising with compliance, operations, financial planning team and other third parties.
- To provide support with the quarterly valuation process e.g. writing letters to clients, sending valuation emails to clients and third parties.
- Provide information to third parties e.g. SIPP providers, solicitors and accountants as and when requested.
- To liaise with operations regarding cash movements e.g. fee covers, ISA subscriptions, spousal transfers etc. Filling out cash forms.
- Monitoring daily cash balances, sending cash out to clients/SIPP providers and moving funds between accounts.
- To provide management information in excel format from suitability logs.
- Helping investment managers in creating presentations in power point.
- Work with the Client Services Manager to identify opportunities for improving processes and removing the reliance on paper.
- Answer overflow calls from reception.
- Maintaining up to date knowledge of company procedures and policies and completing compliance training in a timely manner.
- Any other duties in line with the level and scope of this role.
Role Requirements
- Must have gained GCSE Grade C or above in English and Maths
- Strong verbal and written communication
- Previous experience of working in an administrative role
- Inquisitive and a problem-solver with a keen eye for detail
- Proven ability to work within a team and on your own.
- Experience with Microsoft Word, Excel and PowerPoint essential.
- Previous experience within the financial services sector is advantageous but not essential.
TermsCompetitive salaryHybrid working25 days annual leave + public holidaysA range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.6% employer pension contributionFurther education and training supportDiscretionary performance related bonusConfidential Employee Assistance Programme2 days per year for voluntary work“Salary Extras” employee discounts
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.