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Investment Administrator

Reed
Posted 8 days ago, valid for a month
Location

Bristol, City of Bristol BS6 5EX

Salary

£25,000 - £35,000 per annum

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Contract type

Full Time

Health Insurance
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Salary: Not specified
  • Experience required: Minimum of 12 months Admin experience
  • Job title: Investment Administrator
  • Location: Bristol
  • Team: Transfers department

Are you working within an admin role and now looking to make a change of sector?Looking for an employer that provides outstanding training?

Reed have partnered with an award winning financial and technology business in the heart of Bristol, recruiting for Investment Administrator to join their Operations Team on a full time permanent basis.

Our client is all about collaborative working, their friendly and diverse teams, have a great team spirit, regularly social and wellbeing events and investing in their people.

We’re looking to speak with candidates of whom have had a minimum of 12 months Admin experience within an office, who are now looking to work for a rapidly growing company that offer clear progression routes.

Team:

You will be joining the transfers department of whom take care of all in and out transfers, cash (selling assets and transferring the cash), or in specie (transferring funds and shares as they are without sales). Getting involved at each stage of the transfer, from the initial request to applying assets to client accounts. 

Some important skills for you to have include:Good communicator, organised, accurate with a strong attention to detail, admin experience in a professional services setting (beneficial), competent IT user in particular MS Office, ability to work well within a team but equally on your own and have a proactive and ‘can do’ attitude.

Involved with:Day to day administration, processing of applications, post in/out, managing of mailbox, data entry, amend client details, set up of funds, monitor payment receipts, process withdrawal, payment processing, processing transfers,

Our client will be investing a lot of time into ensuring you’re set up to succeed with their training. The training duration will be roughly 3 months of which will be fully office based, to ensure you soak up the fountains of knowledge in the team. Once training is completed, you will have the opportunity to work on a hybrid basis (3 days office/2 days home).

In return, you will receive a fantastic benefits package including:10% non-contributory pension, 25 days holiday increasing up to 28 days +BH, Life Assurance (8 x salary), Income Protection, Private health insurance and discretionary bonus.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.