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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 build professional relationships and enhance your career in finance.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Strong organisational skills, analytical abilities, and experience with Microsoft Office.
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
- Assisting with the new client account opening process as appropriate
- Presenting documents professionally and in an appropriate format for Investment Manager sign-off
- Interacting, responding, and resolving any client queries, and at times referring to senior members
- Developing 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.
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 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 lookout 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 organisational skills and client management scenarios. Think of examples from your past experiences where you've successfully resolved queries or managed tasks under pressure. This will show potential employers that you’re the right fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Make sure to apply through our website! We’ve got loads of resources to help you ace your application and connect with top firms in wealth management. Plus, it’s a great way to stay updated on new opportunities tailored just for you.
We think you need these skills to ace 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 experiences!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Talk about your communication skills and how you’ve developed professional relationships in the past. We love a good story!
Showcase Your Skills: Don’t forget to mention your analytical and numeracy skills, as well as your proficiency in Microsoft PowerPoint. We’re looking for someone who can manage tasks effectively, so give us examples of how you’ve done this in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
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 previous 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. During the interview, share these stories to illustrate your organisational skills and ability to meet deadlines while maintaining accuracy.
✨Communicate Clearly and Professionally
Practice your verbal communication skills before the interview. You’ll need to present documents and interact with clients, so being articulate and professional is key. Consider doing mock interviews with a friend to refine your delivery.
✨Prepare for Client Interactions
Anticipate questions about how you would handle client queries and relationship building. Think of scenarios where you’ve resolved issues or built rapport with clients, as this will demonstrate your capability in developing professional relationships.