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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.
