Investment Team Assistant

Investment Team Assistant

Salary £20k - £22k doe

Exeter Office

Our clients are looking for an experienced administration to assist with all office and operational duties, while adhering to all conduct and regulatory roles - previous experience within a financial or professional services environment is essential.


  • to work in collaboration with the Administration team in Exeter

  • to assist with setting up new client files & monitoring client take-on process

  • to do mail merges and letters

  • to send out cash statements, contract notes, quarterly valuations and tax reports

  • to ensure client documentation is scanned and saved

  • to provide assistance with the quarterly fees and other computations using Excel

  • to prepare Housekeeping Packs

  • to review for overdrawn accounts and to make sure there is enough funds for regular monthly payments.

  • to assist with operational tasks and projects as required

  • to on-board clients onto the online platform and provide continued support

General Office Tasks

  • Incoming and outgoing post

  • "Meeting and greeting" visitors and preparing teas/coffees

  • Preparing meetings - purchase of biscuits, ordering food, arranging drinks/lunch in meeting room and clearing up after

  • Any other administrative and office management tasks as required

Qualifications Education: at least to A level and including GCSE English and Maths (both at least grade C)

Skills and competencies Good communication and excellent interpersonal skills Polite and friendly manner Good attention to detail and good organisational skills Experience and ability with Microsoft applications Accurate typing skills

For more information or an informal chat, please contact or call 01392 426200

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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To speak to a recruitment expert please contact Charlotte Lawes