Team Assistant – Portfolio Management

We’re looking for an organised and proactive Team Assistant to support a busy Portfolio Management function within a well‑established wealth management business. This is a great opportunity for someone with strong administrative and client‑service skills who’s looking to build a career in investment or wealth management.

You’ll provide day‑to‑day administrative support to the Investment Managers and Assistants, helping ensure clients receive a seamless, high‑quality service. Working closely with the wider team, you’ll handle a variety of tasks including account openings, stock transfers, client meeting coordination, and data updates on internal systems. You’ll also assist with preparing materials for client meetings, support ongoing team projects, and help maintain accurate, compliant records.

• Provide administrative and operational support to the Portfolio Management team
• Prepare client documentation, correspondence, and meeting materials
• Update and maintain accurate data within internal systems (e.g., Avaloq or similar)
• Assist with account openings, closures, stock transfers, and payments
• Generate and format Excel reports for portfolio tracking and reporting
• Help arrange client meetings and manage related logistics
• Support trade processing and reconciliation under supervision
• Contribute to process‑efficiency initiatives and best‑practice sharing
• Maintain ongoing professional development and industry knowledge

• Previous experience in financial services (wealth management, investment, or private banking preferred)
• Confident user of Microsoft Word, Excel and PowerPoint; knowledge of Avaloq or similar systems beneficial
• Excellent organisational, communication and teamwork skills
• High attention to detail and a proactive, “can‑do” approach
• Strong client‑service mindset, with discretion when handling sensitive information

This role would suit someone keen to gain wider exposure to portfolio management operations and grow within a collaborative, dynamic investment environment.