Investment Administrator

  • Bristol
  • £24,500
  • Permanent

Our client, an award-winning investment and technology solutions firm, is looking for an Investment Administrator to join their team.

Your responsibilities will include:

  • Upload and manage daily dealing files within required deadlines
  • Process fund switches, rebalances, phased investments, and corporate actions
  • Handle dividend processing, contract notes, and purchase settlements
  • Maintain agency and nominee accounts with fund managers
  • Review and resolve daily control reports, trade corrections, and operational incidents
  • Ensure accurate and timely transaction processing across internal systems

Skills & Experience

  • Strong organisational skills with excellent attention to detail
  • Ability to work effectively under pressure and meet deadlines
  • Confident communicator with a proactive, problem-solving approach
  • Self-motivated, collaborative, and results-oriented
  • Willingness to challenge processes and suggest improvements
  • Good working knowledge of Microsoft Office, particularly Excel

If this sounds like you, please apply today.

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