Description of role:
Cone Corkill are currently recruiting for a reputable established firm within financial services . Working with a supportive friendly collaborative team .
The Role This role supports
Support the Compliance officer with the management and monitoring of the Senior Manager and Certification Regime
Conduct regular testing as part of the compliance monitoring programme
Support the Senior HR Associate with maintaining and compiling reports/ data for HR & Business Development (including DE&I)
Work with the Senior HR Associate and the Operations team to ensure a smooth onboarding and offboarding process
Assist the Senior HR Associate with research to support the development of wellbeing processes, benefits and salary analysis
Assist with investor communications including emails, newsletters, and reports
Support in preparing investor presentations, quarterly updates and briefing materials for investor meetings
Maintain and update investor contact lists and CRM systems
Ensure accurate record-keeping of investor communications and meetings
Assist in tracking key investor metrics and feedback
Gather and compile market data, competitor updates, and investor insights Skills and Experience
Previous administrator experience in financial services • High level of emotional intelligence and discretion
Strong organizational skills & the ability to manage multiple tasks and deadlines
Excellent communication – both written and verbal, for investor-facing documents
Attention to detail, crucial for handling sensitive financial and regulatory materials
Strong proficiency in Excel and PowerPoint
Demonstrable experience in stakeholder management
The Role This role supports
- Human Resources
- Investor Relations function
- Compliance
Support the Compliance officer with the management and monitoring of the Senior Manager and Certification Regime
Conduct regular testing as part of the compliance monitoring programme
Support the Senior HR Associate with maintaining and compiling reports/ data for HR & Business Development (including DE&I)
Work with the Senior HR Associate and the Operations team to ensure a smooth onboarding and offboarding process
Assist the Senior HR Associate with research to support the development of wellbeing processes, benefits and salary analysis
Assist with investor communications including emails, newsletters, and reports
Support in preparing investor presentations, quarterly updates and briefing materials for investor meetings
Maintain and update investor contact lists and CRM systems
Ensure accurate record-keeping of investor communications and meetings
Assist in tracking key investor metrics and feedback
Gather and compile market data, competitor updates, and investor insights Skills and Experience
Previous administrator experience in financial services • High level of emotional intelligence and discretion
Strong organizational skills & the ability to manage multiple tasks and deadlines
Excellent communication – both written and verbal, for investor-facing documents
Attention to detail, crucial for handling sensitive financial and regulatory materials
Strong proficiency in Excel and PowerPoint
Demonstrable experience in stakeholder management
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