Senior Investment Assistant

My Leeds based client are currently hiring for an experience Senior Investment Assistant to join their established team on a permanent basis. This is an excellent opportunity to act as a valued member of the business providing. You will be part of a team of experts, acting as the go to contacts for a number of business needs and helping to ensure the seamless running of the day to day business processes.

Key responsibilities for this role include:

• Acting as a key point of contact for a number of queries for internal and external clients assisting with admin and process challenges.
• Help to manage internal and external clients and assist with ad hoc enquiries
• Monitor the quality of administration processes and services provided by the team to ensure consistent standards and outputs
• Ensure the team are meeting all cut off points and deadlines for client queries including trading and regulatory requirements
• Operate as an account opening SME ensuring compliance and regulatory requirements are met for on-boarding of all new clients
• Assist with delegating roles to the investment support team and ensure fair work allocation and output
• Support team members with professional development and on the job learning
• Act as a collaborative partner with pother business areas including CDD and overall compliance
• Act as deputy for managers during times of leave covering meetings and updates as required.
• Ensure all team processes fall in line with external requirements and business best practice

Key experience for this role includes:

• Experience supporting Front office investment functions within the Investment Management industry
• Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.
• Level 4 IAD would be highly valuable - willingness to undertake this qualification would also be beneficial if it is not already obtained
• Experience of team management or supervision including managing on compliance and regulatory requirements is essential
• Strong experience of undertaking a high volume of administration tasks within Investment Management
• FCA regulatory experience is essential for this role
• Evidence of being able to manage and prioritise team workload as well as your own tasks is a critical requirement for this role

This is a hybrid opportunity with 3 working days per week spent in the office.

For more information please apply directly.