Admin Assistant

Michael Page Finance
16 Apr 2019
04 May 2019
Contract Type
Full Time

An Exciting opportunity has arisen for a experienced admin assiatant with a growing Wealth Management business in the Cambridge market.

Client Details

My client is a growing Wealth Managament business on the outskirts of cambridge, due to expansion they are looking for a expeerience admin person to join their team.


The successful Portfolio Assistant candidate will:

  • Provide administrative support to the investment team on day to day activities
  • Develop a strong relationship with the Investment team and provide ad hoc support when needed
  • Maintain current knowledge about financial products available to corporate and individual clients
  • Develop a deep understanding of internal investment capabilities and client investment needs
  • Attend Investment Committee meetings and provide concise and accurate written meeting notes
  • Contribute to the strong investment culture of the team and the firm
  • Work closely with the Investment Team to assess financial information and investment opportunities
  • Comply with the internal compliance policies and procedures


Qualifications and Education Requirements

  • Strong academic background, educated to a high level
  • 1+ years related experience
  • Strong interpersonal, written and verbal communication skills
  • Good Knowledge of MS Office
  • Excellent attention to detail
  • Accountable for own decisions and actions whilst respectful of the professional responsibilities of others

Job Offer

A competitive basic salary coupled with an uncapped bonus scheme, and an excellent array of attractive corporate benefits

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