Administration Assistant

  • Permanent, full-time
  • Bristol
  • Posted 3 months ago

Flair

Are you looking for an interesting and varied role within administration? Do you have strong administration skills and a good eye for detail?

Then this could be the role for you.

Our client, a prestigious wealth management firm is looking for an Administration Assistant to join their team.

The role:

·        Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided

·        Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed

·        Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable

·        Assist in resolving client queries regarding their portfolios or account opening

·        Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding

·        Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date

·        Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date

·        Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary

·        Liaise effectively with external custodians and providers to obtain information required for clients and their advisers

·        Proficient in the use of all internal and external systems and information feeds

You will have:

·        Fantastic administration skills

·        You will be computer literate, specifically Excel

·        You will have good attention to detail

·        You will have excellent interpersonal and communication skills

If this sounds of interest, please contact Joanna at Flair for Recruitment for more information.

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