Job Description
The Company
As superb well-established organisation within the financial services industry who genuinely look after their staff.
The Job:
To provide administrative support to the Stockbrokers in the Bristol Advisory team in the setting up and ongoing management of investment portfolios.
Day to day responsibilities:
* Support Stockbrokers with day to day admin tasks to ensure they can maintain client relationships.
* To prepare for and attend weekly meetings with your dedicated stockbroker ensuring tasks are being completed correctly and accurately.
* To assist with the client onboarding process; Pre-populating application forms, transfer forms and producing suitability reports.
* Monitoring new account openings to ensure cases are submitted and handled appropriately whilst keeping everyone informed.
* Handling telephone enquiries from third parties and clients regarding their portfolios and accounts.
* Organise production, checking and despatch of valuations and client tax packs.
* Undertaking the administration involved in annual performance reviews.
* Deal with compliance related matters; Collation of anti-money laundering documentation, checking client
* documentation whilst ensuring client files are up to date.
* Dealing with incoming and outgoing post.
The Person:
Our clien...