Senior Administrator

3 days ago


Bristol, Bristol, United Kingdom Flair for Recruitment Full time

Job Summary:

We are seeking a highly skilled and experienced Senior Administrator to provide administrative support for Investment Management at our client, a leading wealth management firm.

Key Responsibilities:

  • Resolve client and investment administration queries in a timely and professional manner.
  • Be responsible for the opening processes for new clients, ensuring seamless onboarding and a positive experience.
  • Prepare and process payment and transaction forms for investment managers, maintaining accuracy and attention to detail.
  • Assist with the new client account opening process, providing support and guidance as needed.
  • Present documents professionally and in an appropriate format for Investment Manager sign-off, ensuring compliance with regulatory requirements.
  • Interact, respond, and resolve any client queries, referring to senior members as necessary.
  • Develop professional relationships with clients, assisting and organizing meetings and preparation documentation.

Requirements:

  • Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy and attention to detail.
  • Knowledge and interest in private client fund management, with a strong understanding of the industry.
  • Excellent analytical and numeracy skills, with the ability to interpret and analyze data.
  • Strong organization skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Experience in Microsoft PowerPoint and other packages, with a strong understanding of presentation software.
  • High-quality written and verbal communication skills, with the ability to communicate complex information in a clear and concise manner.
  • Computer literate, with a strong understanding of technology and its applications in the workplace.


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