Barden is proud to be partnering with a Financial Services client of ours to help identify an Administrative Assistant to join their team on a 12-month FTC.
You’ll work within a small team and report to the Support Manager, handling client packs and accurately uploading documentation to relevant systems.
ABOUT THE ROLE:
- Assist Investment Managers with client onboarding and ongoing account administration.
- Handle client queries and provide administrative support, including tax-related requests.
- Coordinate meetings, presentations, client reviews, and supporting materials.
- Ensure all documentation and processes are completed accurately and in line with company standards.
- Support business development activities through efficient client service and process management.
- Work collaboratively with internal teams, including onboarding, financial planning, and support functions.
- Prepare client documentation and liaise with clients and accountants regarding account and tax matters.
ABOUT THE PERSON:
- Strong numeracy skills with high attention to detail.
- Clear and concise written and verbal communication skills.
- Able to work accurately and efficiently across internal and external systems.
- Proven ability to meet deadlines and manage work within tight timeframes.
- Strong workload prioritisation skills, with the awareness to seek support when needed.
- Experience in an AML role or a QFA qualification is an advantage.