Financial Services Administrator

5 days ago


Bristol, United Kingdom Alpha Portfolio Management Full time

We are seeking an experienced administrator to join a central Bristol office. Providing a professional, high-quality service to our clients. An important role in a small team, which is dynamic and varied.

**The role**:

- Providing administrative support to the investment management team.
- Full-time. Monday to Friday. Typically, 8am to 4.30pm (one hour lunch break).
- Permanent position. 37 ½ hours per week.
- This is an office-based role. BS1 / Bristol Temple Meads location with good transport links. Primarily an office-based role, but an element of remote working might be possible in due course.

**Main responsibilities**:

- Acting as a primary point of customer contact and providing excellent service.
- Providing admin support to portfolio managers.
- Completing all required administration processes, daily admin tasks and co-ordinating general business tasks.
- Effectively managing personal workload.
- Onboarding clients and maintaining client records. Updating internal back-office systems.
- Maintaining customer relationships.
- Preparing for meetings and presentations.
- Updating marketing literature, website and social media accounts.
- Maintaining and growing contact list for marketing purposes.
- At least 3 years’ admin experience, ideally in financial services.
- Customer focused, with an ability to build strong relationships with client and third-party contacts at all levels.
- Proficient computer skills, including Microsoft Office. Confident with excel and mail merges.
- Experience of IT design packages and knowledge of WordPress.
- Knowledge of social media for professional marketing.
- Motivated, outgoing and friendly.
- Strong verbal and written communication skills.
- Data entry experience.
- Excellent accuracy and attention to detail.
- Excellent communication and organisational skills.
- An ability to work under pressure and to deadlines, effectively prioritising workload.
- Able to work both independently and as part of a team.
- Ability to adapt to changing processes or situations.
- A passion for customer service and customer experience.

**Package**:

- Offering £22,000-28,000, depending on experience.
- Plus annual discretionary bonus and benefits.
- A chance to study for a relevant professionally recognised industry qualification.

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

**Salary**: £22,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee discount
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme



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