An exciting opportunity as an Administrative Investment Assistant has arisen in the Operations team of a small/medium sized company which provides investment services to its customer base. This is a great opportunity for an enthusiastic person to become part of a small and very dynamic team, ensuring customer satisfaction is at the forefront of the company’s activities. In this role, your main focus will be to provide administrative support across various teams within the Company, including Operations, Compliance and Client Management Teams.
You will be involved on a daily basis in a wide number of activities, including but not limited to:
- Assisting with the onboarding process of account openings for new clients onto relevant systems and gathering of KYC documentation in line with regulatory requirements and internal guidelines as set by Compliance;
- Ensuring client data is accurate and up to date at all times. Assisting with setting clear and consistent guidelines to record any update to personal client data as well as investment transaction limits;
- Contribute to the implementation and controls for daily processes;
- Preparing, organising and storing information in paper and digital form;
- Verification of telephone recordings;
- Acting as a back-up for the receptionist in their absence; greeting visitors at reception; answering phone calls; managing diaries, scheduling meetings and booking rooms;
- Any other duties as may as assigned from time to time by the Head of Operations to ensure the smooth running of the Operations and other departments
This role reports directly to the Head of Operations.
Knowledge
The ideal candidate will have
- Maltese language
- Previous work experience working as an administrative support within the financial industry is considered an asset
- Being able to work independently and have a can-do attitude
- Basic computer literacy skills
- Organizational skills
- Time-management skills
- Verbal and written communication skills
- Detail-oriented
Please apply via Email to: Greet Van Meel - gvanmeel@curmiandpartners.com