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- Tasks: Support investment services by resolving client queries and managing new client processes.
- Company: Leading wealth management firm with a focus on professional relationships.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Opportunity to develop professional relationships and enhance your career.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Strong organisational skills and experience in financial services required.
The predicted salary is between 30000 - 40000 £ per year.
Do you have experience in financial services and have excellent organisational skills? Are you a good communicator capable of developing professional relationships with both colleagues and clients? Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support to investment service activities in an important area of the company.
You will be:
- Resolving client and investment administration queries
- Responsible for the opening processes for new clients
- Preparing any payment and transaction forms for investment managers
- Assist with the new client account opening process as appropriate
- Present documents professionally and in an appropriate format for Investment Manager sign-off
- Interact, respond, and resolve any client queries, and at times referring to senior members
- Develop professional relationships with clients, assisting and organising any meetings and preparation documentation
Your skills and qualifications:
- Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy
- Knowledge and interest of private client fund management
- Excellent analytical and numeracy skills
- Strong organisation skills
- Experience in Microsoft PowerPoint and other packages
- High quality written and verbal communication skills
- Computer literate
If this sounds like you, please apply today.
Full Time Senior Administrator in Bristol employer: Flair for Recruitment
Contact Detail:
Flair for Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Full Time Senior Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Senior Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of private client fund management. Be ready to discuss how your organisational skills and experience can help resolve client queries effectively. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Practice your communication skills! Since this role involves developing professional relationships, consider doing mock interviews with friends or family. Get comfortable presenting yourself and your ideas clearly and confidently.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Full Time Senior Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your organisational skills. We want to see how your background aligns with the Senior Administrator role, so don’t be shy about emphasising relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific examples of how you've resolved client queries or managed tasks effectively in the past.
Show Off Your Communication Skills: Since this role involves developing professional relationships, make sure your written application reflects your strong communication skills. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Flair for Recruitment
✨Know Your Financial Services
Brush up on your knowledge of financial services, especially in wealth management. Be prepared to discuss your experience and how it relates to the role. This will show that you understand the industry and can hit the ground running.
✨Demonstrate Your Organisational Skills
Think of specific examples where you've successfully managed multiple tasks or projects. Use the STAR method (Situation, Task, Action, Result) to structure your answers, showcasing your ability to meet deadlines while maintaining accuracy.
✨Communicate Clearly and Professionally
Practice articulating your thoughts clearly, as strong communication is key for this role. Prepare to discuss how you've developed professional relationships with clients and colleagues in the past, highlighting your interpersonal skills.
✨Prepare for Client Queries
Anticipate common client queries related to investment administration and think about how you would resolve them. This will demonstrate your problem-solving skills and readiness to assist clients effectively.