Job Title: Account Opening Administrator
Industry: Wealth Management
Location: Bristol City Centre
Salary: £24,000
Job reference: 9241
Job Description:
Recruit UK is delighted to be collaborating with a leading Investment firm to recruit an Accounting Opening Administrator for their Bristol office. In this role, you'll be providing crucial support to clients by managing their accounts and overseeing any required updates. Additionally, you'll assist Investment Managers with carrying out various administrative duties.
This is an excellent opportunity for someone keen to kickstart their career in Investments and to learn the ropes within a leading national wealth management firm.
Duties will include:
- Tracking client cases
- Communicates with investment managers or intermediaries.
- Ensures timely banking of client cheques and proper fund allocation
- Account opening and closing
- Manages risk documentation.
- Assists with income generation through administrative support.
Benefits:
- 25 days holiday
- Salary up to £24,000
- Hybrid working - full home office set up and laptop provided.
- Generous pension scheme - 9%
- Life assurance
- Income protection
- Private health scheme
Skills and experience required:
- Previous experience in an administrative role
- Previous financial services experience
- Ability to multitask
- Problem solving skills
- A good understanding of Microsoft Office
- High level of numeracy skill
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team
- Previous account opening experience
Please note this is a 6 month fixed-term contract.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management firm in Bristol on a Financial Administrator role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.