Investment Administrator

Job Description

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 annual performance reviews.
• Deal with compliance related matters;
  Collation of anti-money laundering documentation, checking client
• documentation whilst ensuring client files are up to date.
• Dealing with incoming and outgoing post.

The Person:

Our clien...