Investment Assistant

3 weeks ago

Bristol, United Kingdom Alexander Mae South West Ltd Full time

**Investment Assistant / Administrator**
**Central Bristol until June 24 and then Aztec West from June 24**
**Bristol, Hybrid working after 6 month probation - 3 days office / 2 days home**
**£26,500 DOE + Discretionary Annual Bonus + Super Benefits**

**The Company**
As superb well-established organisation within the financial service industry who genuinely look after their staff.

**The Job**:
To provide administrative support to the Stockbrokers in the Bristol Advisory team in the setting up and ongoing management of investment portfolios.

**Day to day responsibilities**:
Support Stockbroker(s) with day to day admin tasks to ensure they can maintain client relationships.
To prepare for and attend weekly meetings with your dedicated stockbroker ensuring tasks are being completed correctly and accurately.
Monitoring new account openings to ensure cases are submitted and handled appropriately whilst keeping everyone informed.
Handling telephone enquiries from third parties and clients regarding their portfolios and accounts.
Organise production, checking and despatch of valuations and client tax packs.
Undertaking the administration involved in annual performance reviews.
Deal with compliance related matters; Collation of anti-money laundering documentation, checking client documentation whilst ensuring client files are up to date.
Dealing with incoming and outgoing post.

**The Person**:
Our client is looking for an experienced administrator (investment experience not required)
Friendly, professional personality with excellent interpersonal skills, confident and assertive nature with strong customer service skills and great organisation. Excellent administration skills and must demonstrate a high level of accuracy and have a strong attention to detail with good time management skills and able to prioritise own workload. Ability to communicate well and with clarity. Strong resilience to problem solve and deal with issues as they arise. Self-motivated and pro-active with the ability to work unsupervised as well as demonstrate reliability, flexibility and loyalty and a good understanding of Word, Excel & Outlook with a willingness to learn new systems & processes. Willing to travel occasionally (conferences, training etc)

**The Hours**:Monday to Friday: (35 hours per week) Shifts are 8am - 4pm or 9am - 5pm

**Superb Benefits**:28 Days Annual Leave (plus 8 days Bank Holidays), Discretionary Annual Bonus, 10% pension, Life Cover (Death in Service), Critical Illness Cover, Option to join BUPA Healthcare & BUPA Dental, Cycle to Work Scheme, Car Scheme, Staff Rates on Investments, Employee Assistance Programme, Sharesave Scheme Discount Gym Membership, My Rewards Employee Scheme (Retail Discounts)

**Job Types**: Full-time, Permanent

**Salary**: £26,500.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: In person

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