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Investment Admin Associate

3 months ago

Bristol, Bristol, United Kingdom Flair for Recruitment Full time
Are you an organised and efficient administrator? Do you have good communication skills and a 'can do' attutude?

Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Asset Transfers team.


Your responsibilities will include:

  • Liaising with transfer managers to arrange acquisition of funds
  • Processing account transfers to other providers
  • Ensuring that transfers are chased in a timely and effective manner
  • Processing specie transfers in and out
  • Liaising with fund managers in order to complete specie transfers in a timely manner

Your skills:

  • Well organised
  • Selfreliant, good problem solver, results oriented
  • Energetic, collaborative, and proactive
  • Good communication skills
  • Familiarity with Microsoft Office, including strong Excel knowledge
  • At least 612 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