A well-established and reputable investment management firm is known for its commitment to acting responsibly and delivering tailored wealth management services, is looking for a detail-oriented 6-month FTC Middle Office Administrator to support their Bristol office.
With a focus on long-term sustainability and exceptional client care, they offer a supportive and forward-thinking work environment. This is a pivotal role ensuring smooth day-to-day operations and delivering top-notch client service.
Key Duties:
- Management of client account opening and amendment processes.
- Reviewing and assessing relevant documents for client accounts.
- Banking of client cheques.
- Maintain client AML documentation.
- Liaising with Investment Managers and wider business throughout process.
- Ad hoc support with wider team.
Your Skills and Experience:
- Process driven and efficient.
- Experience working within financial services.
- Experience of account opening or account amendments.
- Numerate
- Good communication skills
Perks and Benefits:
- Pension (10%)
- Hybrid once competent
- Scope for permanent or contract extension (dependent on individual success)
Job Title: Middle Office AdminIndustry: Investment ManagementLocation: BristolSalary: £26,000
REF: 9605
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