Investment & Office Administrator

Investment & Office Administrator

Bristol Part-Time No home office possible
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Bristol Investment Client Admin Job Title: Middle Office Admin Industry: Investment Management Location: Bristol Salary: £26,000 REF: 9605 A well-established and reputable investment management firm is known for its commitment to acting responsibly and delivering tailored wealth management services, is looking for a detail-oriented 6-month FTC Middle Office Administrator to support their Bristol office. With a focus on long-term sustainability and exceptional client care, they offer a supportive and forward-thinking work environment. This is a pivotal role, ensuring smooth day-to-day operations and delivering top-notch client service. Key Duties: · Management of client account opening and amendment processes. · Reviewing and assessing relevant documents for client accounts. · Banking of client cheques. · Maintain client AML documentation. · Liaising with Investment Managers and wider business throughout process. · Ad hoc support with wider team. Your Skills and Experience: · Process driven and efficient. · Experience working within financial services. · Experience of account opening or account amendments. · Numerate · Good communication skills Perks and Benefits: · Pension (10%) · Hybrid once competent · Scope for permanent or contract extension (dependent on individual success) About Recruit UK: At Recruit UK, we specialise in Financial Services recruitment, offering a unique blend of expertise and connections to help candidates find the perfect role. We focus on your career aspirations, providing personalized advice and insight into the job market. With a network spanning over 100,000 financial services professionals, we connect the right people with the right opportunities. Our Commitment to You: · Open, honest feedback about your career prospects. · Access to an extensive network of opportunities across the UK. · A focus on your overall career happiness, not just the next step. Additional Information: If you do not hear from us within 7 working days, please assume that your application has not been successful on this occasion. However, we may retain your details for future opportunities that match your skills and experience.

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