Investment Management Apprentice Coordinator

To facilitate the communication flow and smooth administration through the following:

Initiating, arranging and securing company and client meetings for Portfolio Managers & Specialists and notifying the relevant attendees Responsible for diary management and meeting co-ordination Organise global travel itineraries Processing expense claims, ensuring these comply with Company policy Deal with returned foreign currency and send all outgoing expense reports to accounts Arrange conference rooms, AV equipment, dial in numbers and videoconference facilities General admin tasks including phone coverage, distribution of mail and messages Filing, maintenance of attendance records, call reports Updating excel spreadsheet and Outlook with internal and external contacts Review of invoices to ensure accuracy prior to approval Updating/maintaining the Master database for the International Equity Team Keeping track of movements within the portfolios Adhoc Research projects from the Specialists/ reporting Manager Process payment of invoices and vendor payments through “TeamConnect and Smaart” system Cover for executive assistants

Training:

20% off your working week will be dedicated to 'Off the job training' - ie apprenticeship studies which are completed online during work hours. This will include independent self paced learning, online tutorials alongside other apprentices and 1:1 coaching.

Training Outcome:

After your Data Technician apprenticeship, you have the opportunity to progress into HR, Recruitment, Sales, Marketing & PR, Real Estate,  Office Management, Business Management. Most of the above can be completed in a higher-level qualification.

Employer Description:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.

Working Hours :
9.00am - 5.30pm, Monday - Friday in person.

Skills:
Attention to detail,Organisation skills,Analytical skills,Team working,Initiative,Microsoft Office Applications,Adaptable