Are you an organised and detail-oriented professional looking to join a dynamic investment team?
Our client, a successful wealth management firm, are looking for an Investment Administrator on an 18 month FTC to join their Bristol team.
Key Responsibilities:
- Provide full administrative support to the investment team
- Assist Investment Managers with account opening documentation and regulatory requirements
- Set up and maintain client accounts
- Liaise with third parties for asset transfers and arrange ad hoc and regular payments
- Arrange online access for clients and their advisers
- Support with phone calls, messages, and general administrative duties
- Ensure compliance with all regulatory and organisational requirements
About you:
- Previous administrative experience Financial Services environment
- Strong organisational skills with a keen eye for detail
- Ability to work independently and as part of a team
- Excellent time management and ability to meet deadlines
- Strong IT skills, particularly in Microsoft Office (Word, Excel, PowerPoint)
- Confident communicator with a professional telephone manner
- A proactive and adaptable approach to changing workloads
If you’re a motivated administrator with a passion for financial services, we’d love to hear from you.