Administrative Assistant – 12‑Month Fixed‑Term Contract

About the role

We are seeking an Administrative Assistant to support a Financial Services team on a 12‑month fixed‑term contract. Working closely with the Support Manager, you will help investment managers with client onboarding, documentation and day‑to‑day administrative tasks.

Key responsibilities

• Assist investment managers with client onboarding and ongoing account administration.
• Handle client queries, including tax‑related requests, and provide timely administrative support.
• Coordinate meetings, presentations, client reviews and prepare supporting materials.
• Upload client packs and documentation accurately to relevant systems.
• Support business development activities through efficient client service and process management.
• Collaborate with internal teams such as onboarding, financial planning and support functions.
• Prepare client documentation and liaise with clients and accountants on account and tax matters.

Required profile

• Strong numeracy skills with high attention to detail.
• Clear and concise written and verbal communication.
• Ability to work accurately across internal and external systems.
• Proven ability to meet deadlines and manage work within tight timeframes.
• Effective workload prioritisation and willingness to seek support when needed.
• Experience in an AML role or a QFA qualification is an advantage.

Required skills