Investment Admin Associate (Client Admin)

  • Bristol
  • 22000.00
  • Permanent

Do you have administration experience? Are you organised and have a ‘can do’ attitude?

Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Client Administration Team.

Responsibilities include

  • Processes new business applications
  • Deal with post and emails in and out of the business
  • Client administration including but not limited to change of details, direct debit set ups, 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
  • At least 6-12 months experience in a similar administration based role (desirable)
  • An understanding of ISA and SIPP regulations (desirable)

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.

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