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Financial Services Coordinator

2 months ago

Bristol, Bristol, United Kingdom Montpellier Resourcing Full time

Financial Services Administrator Opportunity

Up to £24,000 pro rata plus excellent benefits

Hybrid Working

6 month Fixed-Term Contract

A leading boutique investment management company in Bristol is seeking an experienced administrator to join their team. The successful candidate will be responsible for delivering exceptional client service by managing the initiation of account opening and amendment processes.

Key Responsibilities:

  • Track and monitor client case progress, coordinating with Investment Managers or Professional Intermediaries as needed.
  • Ensure prompt banking of client cheques and timely, accurate application of funds.
  • Support effective risk management by maintaining up-to-date money laundering documentation.
  • Advise Investment Managers on best practices and procedures to promote a compliant and efficient environment.
  • Provide administrative support to enhance capacity for Investment Managers working with multiple Intermediaries.

Requirements:

  • Ability to work independently and collaboratively within a team.
  • Proficiency in Microsoft Office, including Word and Excel.
  • Familiarity with account opening and amendment systems such as Quasar and RID is highly desirable.
  • Strong communication and organizational skills.

About the Company:

Montpellier Resourcing Associates Limited is a leading recruitment agency specializing in financial services recruitment. We are committed to providing exceptional service to our clients and candidates.