Financial Services Administrator

Up to £24,000 pro rata plus excellent benefits

Hybrid Working

6 month FTC

An exciting opportunity has opened up for an administrator to join a leading boutique investment management company at their Bristol office. The role involves delivering exceptional client service by managing the initiation of the account opening and amendment processes, which includes reviewing documentation, assessing its completeness, and monitoring progress until completion.

Responsibilities of the Financial Services Administrator include:

• Tracking and monitoring the progress of client cases, coordinating with Investment Managers or directly with Professional Intermediaries as needed.
• Ensuring prompt banking of client cheques and timely, accurate application of funds.
• Supporting effective risk management by maintaining up-to-date money laundering documentation.
• Promoting best practices by advising Investment Managers on proper documentation and procedures.
• Facilitating income generation by providing administrative support to enhance capacity for Investment Managers working with multiple IFAs.

Requirements for the Financial Services Administrator:

• Capable of working both independently and collaboratively within a team.
• Ability to maintain professionalism and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office, including Word and Excel.
• Familiarity with account opening and amendment systems such as Quasar and RID highly desirable

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency