Investment Management Assistant

Our client, a highly regarded wealth management firm, is seeking an experienced Senior Investment Assistant to join their Leeds-based team. This is a key position within the front office support function, offering the opportunity to work closely with Investment Managers while delivering an exceptional client experience.

You will play a pivotal role in supporting client portfolios, overseeing administrative processes, and acting as a senior point of contact for both internal stakeholders and external partners. This role also includes mentoring junior team members and contributing to ongoing operational improvements.

Key Responsibilities

• Act as the primary contact for administrative queries relating to client portfolios
• Provide high-quality support to Investment Managers, including trade processing and client servicing
• Oversee and ensure timely, accurate execution of administrative tasks
• Take ownership of account opening processes, ensuring full regulatory compliance
• Allocate and review work across the support team, providing guidance and mentoring
• Build strong working relationships across departments (e.g. compliance, treasury, client onboarding)
• Support and contribute to process improvements and internal projects
• Handle escalations and complex queries, acting as a technical expert within the team
• Ensure all activities adhere to regulatory standards and internal policies

Skills & Experience Required

• Previous experience in a similar front office or investment support role within wealth or asset management
• Strong understanding of investment operations and client servicing
• Excellent organisational skills with high attention to detail
• Ability to prioritise workload and meet tight deadlines
• Strong communication skills, both written and verbal
• Proactive mindset with a focus on continuous improvement
• Collaborative team player with leadership capability

Technical Skills

• Proficient in Microsoft Office (especially Outlook, Excel, Word)
• Familiarity with front office systems is advantageous

What’s on Offer

• Opportunity to join a well-established and respected wealth management environment
• Collaborative and professional team culture
• Exposure to senior stakeholders and complex client work
• Career progression and development opportunities
• Competitive remuneration package including discretionary bonus

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