Jobs, fresher vacancy - EA • UK

Company: BUCKINGHAM RECRUITMENT

UK

EA EA in Investment Management - 12-month FTC EA duties plus Finance Operations and HNW Client Contact – up to £50K plus bonus and benefits This is an involved role joining a growing Investment Management firm whose clients are HNWIs. Supporting a Director / Head of Department in a role which combines EA/PA duties with specific administration relating to clients’ portfolios, so a financial background good numerical skills are preferred. Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking – you will be involved in broad support for your boss who has a busy, very established HNWI client base. Duties will include: Administrative and PA duties including arranging meetings / booking travel Transactional work including making and receiving payments for / from clients Liaison with external stakeholders (legal / finance) Building client relationships (HNWIs) Investment presentation and valuations statements (PowerPoint) Extensive liaison with internal teams regarding client lifecycle This role would suit someone with at least two years' experience in a similar PA / EA role. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role. Great office and team environment, excellent onboarding and training process as well as mentoring from senior Investment colleagues. Great Mayfair location with 1-2 days WFH per week (hybrid role after probation). Up to £50,000 pus bonus and very good benefits package