An independent wealth and investment advisory firm is looking for a high calibre individual to supports the office manager in daily administrative and operational tasks.
Responsibilities:
• Preparation of client documentation including letters of authority, investment proposals, application forms, quarterly and ad hoc investment reports
• Obtaining and chasing information from third parties such as external investment managers, insurance companies, custodian banks and other third party providers
• Accurate entry of client and third party details into CRM
• Investment administration including updating model portfolios, preparation of investment dealing instructions, reconciliation of invest trades and updating of relevant spreadsheets and systems
• Preparation of monthly investment committee reports and filing
Requirements:
• University graduate in business, finance, economics or a related discipline
• Excellent command of English and Cantonese
• Be a strong and positive team player
• Able to think outside the box
• Strong interpersonal skills, motivated and interested to learn and develop further in this role
• Extremely organised with great focus on details
• Comfortable to call clients
For further details please contact Mai Pearson at +852 2526 8116 or send us your details to mp@charlottefrank.com
Job Code: MP/10852
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