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Investment administrator

Bristol (City of Bristol)
JR United Kingdom
Investment administrator
€60,000 - €80,000 a year
Posted: 13 May
Offer description

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REF: 9605

A well-established and reputable investment management firm, known for its commitment to responsible investing and tailored wealth management services, is seeking a detail-oriented 6-month FTC Middle Office Administrator to support their Bristol office.

The firm emphasizes long-term sustainability and exceptional client care, offering a supportive and forward-thinking work environment. This role is pivotal in ensuring smooth day-to-day operations and delivering top-notch client service.

Key Duties:

1. Management of client account opening and amendment processes.
2. Reviewing and assessing relevant documents for client accounts.
3. Banking of client cheques.
4. Liaising with Investment Managers and wider business teams throughout the process.
5. Providing ad hoc support to the wider team.

Your Skills and Experience:

* Process-driven and efficient.
* Experience working within financial services.
* Experience with account opening or amendments.

Perks and Benefits:

* Hybrid working once competent.
* Scope for permanent or contract extension, depending on individual success.

About Recruit UK: At Recruit UK, we specialize in Financial Services recruitment, offering expertise and connections to help candidates find the perfect role. We focus on your career aspirations, providing personalized advice and insights into the job market. Our network spans over 100,000 financial services professionals, connecting the right people with the right opportunities.

Our Commitment to You:

* Providing open and honest feedback about your career prospects.
* Access to an extensive network of opportunities across the UK.
* Focusing on your overall career happiness, not just the next step.

Additional Information: If you do not hear from us within 7 working days, please assume your application has not been successful this time. However, we may retain your details for future opportunities that match your skills and experience.

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