PA/Administrator – Investment Management
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-17
Listing for:
Taylor James Resourcing
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Location: Greater London
PA/Administrator – Investment Management.
Date: 26 Jul 2024
Sector: PA / SECRETARIAL
Type:
Permanent
Location:
London
Salary: £35,000 – 40,000 per annum
Email:
We are looking for an experienced PA/Administrator to work with Private Client Directors.
Duties:
- Assist the Private Client Directors with the day‑to‑day running of their clients’ affairs.
- Prepare paperwork for new members and existing clients, liaising with the Compliance Team and other divisions as required.
- Provide cover within the Private Client Directors Assistant team and ensure that all telephone calls are taken and dealt with, or messages taken when the Private Client Director is unavailable.
- Attend individual and group meetings wherever possible.
- Assist with the collection and payment of losses and cash calls.
- Assist with the release and payment of profits and of surplus funds.
- Assist with the management and maintenance of funds.
- Ensure that the requirements of the investments are understood and that assistance is provided to the Private Client Directors in this regard.
- Report any likely breach of regulation or other compliance issues, money‑laundering regulation immediately to the Compliance / Money‑Laundering officer.
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