• Permanent Operations role in a boutique investment and advisory firm
• Excellent exposure, growth and progression opportunities

About Our Client

The financial services client based in the City of London is a boutique investment & advisory firm as well as a financial services platform focused on principal investing, advisory and wealth solutions.

Job Description

The key duties for the Operations Assistant role are as follows:Operations tasks will include:

• Assist with maintaining client and account data in various systems (CRM, project trackers)
• Recurring tasks to ensure our systems remain accurate and up to date
• Supporting the Partner/Head of Operations with ad hoc duties

Marketing tasks will include:

• Assist with ad hoc projects and tasks within the Marketing space - for example currently the group is going through a brand revamp, building three new websites, and updating logos, graphics and all marketing templates, stationery, email signatures etc. Our Partner/Head of Operations will need some support with ensuring all assets are correct, complete, and aligned.

The Successful Applicant

The key requirements for the Operations Assistant role are as follows:

The candidate should have strong communication and client-facing skills, can-do attitude, good attention to detail and a willingness to learn as well as a desire to build a career in a growing company as this role has the potential to lead to other opportunities for the right candidate within the Operations and Client Services space.

What's on Offer

Competitive salary of £30,000-£40,000 plus bonus

In the office twice a week

Excellent culture, training, progression and support