Job Title: Junior Investment Administrator
Industry: Wealth Management
Location: Bristol City Centre
Salary: £24,000 - £25,500
Job reference: 8961
Job Description:
Recruit UK are proud to be working with an Investment House to bring in a Junior Investment Administratorto join their Bristol office. Your role will include providing support to clients through being responsible for their accounts and supporting any necessary changes required on these. You will support the Investment Managers with the processing of new business and provide administrative support.
Duties will include:
* Tracking client cases
* Communicates with investment managers or intermediaries.
* Ensures timely banking of client cheques and proper fund allocation,
* Manages risk documentation.
* Assists with income generation through administrative support.
Benefits:
* 25 days holiday
* Salary up to £25,500
* Hybrid working – full home office set up and laptop provided.
* Generous pension scheme – 9%
* Life assurance
* Income protection
* Private health scheme
Skills and experience required:
* Previous experience in an administrative role
* Previous financial services experience
* Ability to multitask
* Problem solving skills
* A good understanding of Microsoft Office
* High level of numeracy skill
* Excellent communication skills – both written and verbal
* Ability to work independently and as a team
Please note this is a 1-year fixed-term contract.
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