- Providing administration support, ensuring the highest standards at all times
- Providing account opening administration duties
- Following AML regulations
- Ensuring portfolio transfers are administered inline with regulatory standards
- Verifying and checking onboarding documents
- Transfer of holdings
- Administering account closures
- Processing Transfers In and out
Back to searchMeraki Talent are working with a UK based Investment Management firm who are looking to appoint a Middle Office Investment Administrator for a fixed term appointment in Bristol. As part of a wider team, you will be responsible for providing all aspects of administration. Key duties will include;
Middle Office Investment Administrator
Meraki Talent Limited
Posted 10 hours ago, valid for 23 days
Bristol, City of Bristol BS6 5EX
£35,000 - £42,000 per annum
Full Time
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Sonic Summary
- Meraki Talent is seeking a Middle Office Investment Administrator for a fixed-term contract in Bristol with a UK-based Investment Management firm.
- The role involves providing comprehensive administration support, including account opening, portfolio transfers, and adhering to AML regulations.
- Candidates should have experience in administration within a Financial Services environment, preferably in Investment Management.
- This position offers a competitive salary and benefits, with a focus on managing a busy workload and meeting deadlines.
- The contract is for 6 months and allows for hybrid working arrangements, with an immediate start available.