Dowgate Wealth is on the lookout for an ambitious Executive Assistant with a fundamental understanding of the wealth management industry to join our team in London. The role is suitable for someone who is enthusiastic and will thrive in a fast-paced, entrepreneurial, professional, and forward-looking environment and someone who will be willing to assist with the strategic growth of the company.
You will work alongside our team of experienced Investment Directors, add value to our existing clients by way of communication and provide support to the wider team. We look after a diverse range of high-net-worth individuals and we have seen rapid growth from a start in September 2020 to September 2021, with £400 million discretionary AUM.
Job Description:
Telephone support, assisting with answering of emails, desk cover and assisting with day to day running of the business
Account onboarding and opening
Liaising with clients as part of the account set up process
Maintaining client databases
Supporting Investment Directors with diary management
Taking minutes from internal committee meetings (potentially external meetings too)
Drafting policy documents
Ad hoc support to the wider team
Adhering to the firm’s compliance and applicable laws, regulations and codes of conduct
The successful candidate:
Efficient, proactive and flexible
Excellent written and verbal communication skills
Able to form strong working relationships
Good MS Office skills
Genuine desire to provide a high standard of communication and level of service to clients
You are engaging and able to connect with a wide array of audiences by phone, email and face to face contact
Fundamental understanding of the financial products & services we offer such as discretionary portfolio management, SIPP’s & ISA’s
Industry connections and an established network would be beneficial
Why Dowgate Wealth:
Close-knit and inclusive culture within the team fostered by strong work ethics
Opportunity to get involved in a young start-up company and assist the strategic growth of the business
You will be highly valued at a smaller company where you won’t be just a number
Comprehensive IT systems
Competitive salary based on potential with additional bonus opportunity
Season ticket loan
25 days holiday
Corporate discount at Gymbox
Standard hours are 8am – 5pm, although some work may be needed outside of those hours
Direct applications can be submitted via email. Please send your CV and covering letter to hello@dowgate.co.uk – please indicate that you are applying for the Executive Assistant role in the subject line.
Your privacy: All information submitted will be collected and stored by Dowgate Wealth Ltd and its subsidiaries for the sole purpose of providing you with information about working for the company. For more information about our privacy policy please click here.
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