Investment Support
Our client is a top tier wealth manager looking for an intelligent graduate with exceptional work ethic and desire to succeed within a wealth manager. They must have excellent excel skills including VBA and Macros.
This role will involve providing assistance and support to the investment team, they will liaise with settlements, managers, and various other areas of the business. The successful applicant will have to be able to deal with client queries, accountants and solicitors as well.
Key attributes
- Degree educated or equivalent
- Excellent excel, powerpoint and word skills
- Experience of preparing and checking valuation reports
- Knowledge of the client take on process
- Have good KYC and due diligence knowledge
“Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.”
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