Administrative Assistant

Company : Confidential

Job Description - Administrative Assistant

Meraki Talent is delighted to be supporting one of the UK’s leading Investment & Wealth Management firms with the appointment of an Administrative Assistant. This is a fantastic opportunity for a confident and detail-oriented individual to join a highly regarded firm that puts client experience and professional excellence at the heart of everything they do.

Key Responsibilities:

Open client accounts in line with AML and internal compliance regulations
Process and monitor changes to client information and account amendments
Assist with portfolio transfers and internal account transactions
Review and collate Capital Gains Tax (CGT) information
Process account closures and maintain up-to-date client records
Support internal meetings and contribute to process improvements
Respond to incoming calls, take clear messages, and provide a professional first point of contact
Provide ad hoc admin support, including reception duties and meeting preparation

Candidate Specification:

Experience in a similar admin role within Financial Services, Investment, or Wealth Management
Strong understanding of regulatory requirements and compliance procedures
Knowledge of investment products and services is advantageous
Proactive approach to learning and problem solving
Excellent organisational and communication skills
GCSEs in English & Maths (A–C) or equivalent qualifications

This is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. You’ll be joining a collaborative and professional team that supports personal development.

If this is a role you are interested in, contact Nick Nikitin on or +

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Administrative Assistant

Job Description - Administrative Assistant

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