Address
Form of work
SalaryDo you have administration experience? Are you organised and have a 'can do' attitude?
Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Client Administration Team.
Responsibilities include
- Processes new business applications
- Deal with post and emails in and out of the business
- Client administration including but not limited to change of details, direct debit set ups, withdrawals, registering power of attorney
- Provide outstanding customer service to clients and advisers
About you
- 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.
