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Are you an organised and efficient administrator? Do you have good communication skills and a 'can do’ attutude?
Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Asset Transfers team.
Your responsibilities will include:
- Dealing with transfers in and out of the firm
- Liaising with transfer managers and other firms to complete transfers efficiently
- Providing update to advisers and account providers
- Ensuring that transfers are chased in a timely and effective manner
- Processing specie transfers in and out
Your skills:
- Well organised
- Self-reliant, good problem solver, results oriented
- Energetic, collaborative, and proactive
- Good communication skills
- Familiarity with Microsoft Office, including strong Excel knowledge
- At least 6-12 months experience in a similar administration based role (desirable)
- An understanding of ISA and SIPP regulations (desirable)
About the Firm:
- Multi award winning technology and financial services business - multiple Gold awards for client service and recently secured a national award for the business
- Extensive benefits package including a wellness subsidy, volunteer leave (3 days per year), discretionary bonus and substantial pension
- Modern offices in central Bristol offering open plan working, break out pods, games areas and a wellbeing room
If you would like to be considered for this role, please apply today.
