Are you a highly organised individual with experience in financial services?
Our client, one of the UK’s largest investment management firms is looking for an Investment Administrator to join their Bristol based team.
Your responsibilities:
- Manage administrative client and financial adviser queries and respond by phone, letter or email
- Facilitate opening new accounts assuring a smooth process
- Assist investment managers with ongoing portfolio management, identifying debit positions and forthcoming standing orders
- Make client and third-party payments and monitor incoming and outgoing in-specie or cash transfer
- Write and respond to emails and letters as well as talking to clients on the phone
Your skills:
- Excellent interpersonal, communication, and telephone skills
- Ability to work independently, proactively and well in a team
- Self-motivated and eager to learn
- Ideally, but not essential, you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management
- Interest in financial services or a good understanding of our financial services
If this sounds like you, please apply today.