Investor Relations Assistant

Investor Relations Assistant- Financial Services – City of London – £25,000 – Part Time (20 hours per week, ideally over 5 days)

We’re on the hunt for a highly organised and detailed oriented Investor Relations Assistant, with strong business acumen, excellent client-facing, communication skills and strong tech capabilities, to be the first point of contact for valued clients, providing exceptional customer service and support.

This is a fast-paced role in a busy environment, so we’re looking for someone incredibly focused and professional with a business-savvy mind; experience within asset management / financial services would be advantageous along with client onboarding and KYC/AML knowledge but this is not essential.

The role: This is a part time role working 20 hours per week. Our client is flexible on whether the hours are spread over 4-5 days and will consider hours to suit other commitments (i.e. 10am – 2pm). This position is predominantly office-based, but remote working will be offered with 4 days in the office and 1 remote day initially, and then 3 days in the office and 2 working remotely, if working 5 days/week.

Key responsibilities as the Investor Relations Assistant will include:

• Client relationship management, acting as the first point of contact for new and existing clients
• Investor onboarding and reporting, coordinating the onboarding process for new investors adhering to all KYC/AML regulations
• Maintaining accurate up to date client records on the CRM system
• Supporting event coordination – scheduling investor meetings, preparing agendas, liaising with third-party providers and more
• Managing extensive diaries across several time zones
• Management of multiple email inboxes
• Undertaking research as required
• Preparing presentations, reports and summaries
• Preparing Investor reports
• Coordinating meetings and preparing agendas and presentations
• Preparing and distributing marketing materials including pitch decks, press releases, fact sheets etc.

And much more!

What we’re looking for:

• Relevant client-facing experience, ideally within a professional services organisation
• Experience in financial services / investor relations is highly advantageous
• Knowledge of AML and KYC is advantageous
• Proven administrative skills
• Excellent written and verbal communication skills and the ability to liaise professionally at all levels
• Highly organised with strong attention to detail and accuracy
• The ability to maintain strict confidentiality at all times
• Experienced in using Microsoft Office Suite
• Experience with CRM systems is preferred
• Ability to work independently without supervision and as part of a team

Interested in this fantastic Part Time Investor Relations Assistant role?

If this role is of interest and you have demonstrable experience as an Investor Relations Assistant, then we want to hear from you ASAP! Please submit your CV to be considered for this great opportunity.

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