Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements
Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable clients
Account opening and closing
Transfer of stock into accounts and payments
Updating Avaloq with static data
Producing excel reports via data held on Avaloq
When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly
Support Investment Managers with preparation and administration for client pitches and meetings
Assisting wider team with ongoing projects
Carry out any other relevant duties within the remit of the role and as reasonably directed by management
Contribute to efficiency improvement initiatives and sharing of best practice
Undertake technical or any other relevant training as and when required
Be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.