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Senior Administrator

2 months ago

Bristol, Bristol, United Kingdom Flair for Recruitment Full time

Job Summary:

We are seeking a highly skilled Senior Administrator to provide exceptional administrative support to our Investment Management team. As a key member of our team, you will be responsible for delivering high-quality administrative services to our clients.

Key Responsibilities:

  • Client Support: Resolve client and investment administration queries in a timely and professional manner.
  • Client Onboarding: Assist with the opening process for new clients, ensuring a seamless and efficient experience.
  • Document Preparation: Prepare payment and transaction forms for investment managers, ensuring accuracy and attention to detail.
  • Client Communication: Develop professional relationships with clients, responding to queries and resolving issues in a timely manner.
  • Administrative Support: Assist with the new client account opening process, preparing documentation and presenting it professionally for Investment Manager sign-off.
  • Team Collaboration: Interact and respond to client queries, referring to senior members as needed.

Requirements:

  • Administrative Skills: Effective task management, meeting deadlines, and maintaining high levels of accuracy.
  • Financial Knowledge: Understanding of private client fund management and related concepts.
  • Analytical Skills: Strong analytical and numeracy skills, with the ability to interpret data and make informed decisions.
  • Organizational Skills: Strong organization skills, with the ability to prioritize tasks and manage multiple projects.
  • Technical Skills: Proficiency in Microsoft PowerPoint and other relevant software packages.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to present information clearly and concisely.