Are you an organised individual with a ‘can do’ attitude? Do you have great attention to detail skills?
Our client, an award winning investment and technology firm are seeking an Investment Administration Associate to join their Bristol based team.
Responsibilities include
- Processes new business applications
- Client administration including but not limited to change of details, direct debit setups, withdrawals, registering power of attorney
- Provide outstanding customer service to clients and advisers
About you
- Well organised
- Self-reliant, good problem solver, results oriented
- Energetic, collaborative, and proactive
- Good communication skills
- Familiarity with Microsoft Office, including strong Excel knowledge
About the Firm:
- Multi award winning technology and financial services business – multiple Gold awards for client service and recently secured a national award for the business
- Extensive benefits package including a wellness subsidy, volunteer leave (3 days per year), discretionary bonus and substantial pension
- Modern offices in central Bristol offering open plan working, break out pods, games areas and a wellbeing room
If you would like to be considered for this role, please apply today.