Investment Admin Associate (Client Admin)

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.