Investment Assistant

  • £19k - 23k per year
  • Location: Cambridge
  • Job Type: Permanent
  • Date posted: 22/04/19
Kelly Moss

Hi I'm Kelly,
I manage this role

Recruitment Consultant

Please get in touch if you would like to discuss this role


Job description

Job reference: 3518/2

Ann Pettengell are looking for an Investment Assistant to join a fast-growing Cambridge-based company offering active management of cash deposits to improve return on investor’s money.  This is a perfect position if you would like to have a significant impact on a company’s early growth and to develop your role and career as the business evolves.

This full-time, permanent Investment Assistant opportunity will see you working at a location conveniently placed for access from the A14 and the train station.

Within this Investment Assistant role, your day to day duties will include: –

  • Confidently onboard assigned clients to agreed service level agreements
  • Perform anti money laundering checks and verifications
  • Prepare, check and execute high value transactions
  • Perform daily reconciliations and calculate periodic fees
  • Handle multi-currency bank accounts, initiating account openings and transferring funds
  • Continuous development and enhancement of procedures to ensure a first-class service

The successful Investment Assistant will have the following skills/experience: –

  • Excellent numeracy skills and attention to detail
  • A solid academic track record with a head for numbers and a willingness to learn
  • Experience of MS Excel
  • A personable and confident communicator
  • A financial, economic or project management background would be an advantage, as would familiarity with CRM systems and experience within a customer support role

This Investment Assistant role is an ideal opportunity for a recent graduate with some office experience, or somebody early in their career and keen to progress a career within financial services.

To Apply

If you are a person who conducts themselves with the highest levels of honesty and integrity, and you are keen to support with the operational side, while developing your soft skills further to be able to progress into a role where you can be more heavily involved in Client Management, then please apply now.

Next steps

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Investment Assistant (Ref: 3518/2)

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