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

Are you an experienced administrator with excellent communication skills?

Our client, an established wealth management firm, is seeking an Administrator to join their Discretionary department.

By providing administrative support to clients invested in the firms’ in-house products, your duties will include:

Application processing
Dealing with client queries (both written and telephone)
Corporate event processing
Client cash management
Dealing with settlements and contracts
Fund dealing
Liaising with fund companies and financial advisers
Your skills and qualifications:

You have previous administration experience
You are a confident Microsoft Office user
You have excellent communication skills
You are a friendly individual, with an ability to create instant rapport
If you would like to apply, please email or call 01179706505 to find out more.

If you know someone else who would be appropriate for the role,  please share this with them – if you refer someone who is successful we will reward you with vouchers of your choice.

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