Investment Administrator | North Bristol

18 Days Old

The Company As superb well-established organisation within the financial services industry who genuinely look after their staff. The Job: To provide administrative support to the Stockbrokers in the Bristol Advisory team in the setting up and ongoing management of investment portfolios. Day to day responsibilities: Support Stockbrokers with day to day admin tasks to ensure they can maintain client relationships. To prepare for and attend weekly meetings with your dedicated stockbroker ensuring tasks are being completed correctly and accurately. To assist with the client onboarding process; Pre-populating application forms, transfer forms and producing suitability reports. Monitoring new account openings to ensure cases are submitted and handled appropriately whilst keeping everyone informed. Handling telephone enquiries from third parties and clients regarding their portfolios and accounts. Organise production, checking and despatch of valuations and client tax packs. Undertaking the administration involved in annu...
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Location:
Bristol
Salary:
£28,000
Job Type:
FullTime
Category:
Accounting & Finance

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