Investment Advisory Operational Assistant Nexus Insurance Brokers

Posted on 19 Mar

Experience

2 - 4 Years

Job Location

Dubai - United Arab Emirates

Education

Bachelor of Business Administration(Management)

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

Key Responsibilities

  • Investment Advisory Support
    • Prepare and maintain daily reporting related to client portfolios and investment advisory activities.
    • Assist in preparing client investment reports, portfolio summaries, and presentations.
    • Support the monitoring of portfolio performance and compilation of periodic reports.

Operational Coordination

    • Schedule and coordinate client meetings for the Investment Advisory team.
    • Maintain regular communication with NIB consultants to support the Funds Under Management (FUM) conversion process.
    • Coordinate with internal teams including Compliance, Operations, and Finance for smooth processing of investment transactions.

Data Management

    • Ensure accurate updating of client records and investment data within internal systems and databases.
    • Assist in preparing management dashboards and reports related to advisory performance and FUM.

Documentation & Compliance

    • Track client documentation including onboarding forms, KYC, and investment-related paperwork.
    • Maintain proper filing and records in line with company policies and regulatory requirements.
    • Follow up with consultants and clients for pending documentation or required information.

Administrative Support

    • Provide operational and administrative support to the Investment Advisory leadership team.
    • Assist in managing operational issues or discrepancies in client investment records.

Desired Candidate Profile

We are looking for a highly organized and detail-oriented Investment Advisory Operational Assistant to support our Investment Advisory team in managing client portfolios, reporting, and operational processes.

This role plays an important part in ensuring smooth day-to-day operations, accurate portfolio reporting, and efficient coordination between consultants, clients, and internal teams.

If you enjoy working with data, supporting financial advisory teams, and being part of a fast-paced financial services environment, this role offers a great opportunity to grow within the investment advisory space.

Company Industry

Department / Functional Area

Keywords

  • Investment Advisory Operational Assistant

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Nexus Insurance Brokers

https://www.nexusadvice.com/career/investment-advisory-operational-assistant/

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