Job Title: Administration Assistant – Ref 615
Location: Bristol
Salary: Competitive with an excellent benefits package
Job Type: Full time, Permanent
The Role:
An exciting opportunity has arisen for an Administrative Assistant to provide comprehensive administrative support to their Ethical & Sustainable Investments team based in Bristol, to ensure effective and efficient operations of the team and wider business to deliver an excellent customer service whilst demonstrating compliance with internal policies, procedures and regulatory framework.
Key Responsibilities and Accountabilities:
- Manage client administration processes in a timely and efficient manner, ensuring accuracy of data, tasks include
- Transfers
- Client payments
- Client on boarding
- Client account amendments
- Resolve queries from clients either by verbally or in writing promptly, referring investment related queries to qualified staff
- Collate quarterly portfolio valuation reports and produce covering letters as required
- Type and produce accurate documentation in the agreed format, including letters and e-mails, editing and correcting as necessary
- Create/amend presentations or meeting packs for trustee/client meetings using appropriate IT system (PowerPoint, Excel and other relevant systems)
- Generate mail merges and maintain marketing lists on relevant systems
- Communicate with clients, either by telephone or letter giving accurate and up to date information and project a positive image of the organisation
- Maintain team/ manager diaries, including arranging meetings and organising travel
- Taking meeting minutes
- Produce typed documents to a high standard of presentation and accurate, either from audio tape, dictation or manuscript
- Manage and file correspondence and records in a timely manner
- Open and distribute incoming post
- Contribute to support staff meetings, suggesting improvements to procedures
- Sharing best working practises with other support staff
To be successful in this role, you will have/be:
- GCSE in English and Maths grade C or above (or equivalent)
- Have experience working in a similar role in a highly numerical environment
- Understanding of the regulatory environment in which they operate
- Understanding of the products and services the company provide
- Proficient in MS Office
- Willing to undertake further professional qualifications
The Company:
The Company is one of the UK’s leading investment managers, they employ over 1,200 people across 15 locations in the UK and Jersey.
They began life as a family business and is now a FTSE 250 listed company, which through its subsidiaries, is a leading provider of high-quality, personalised investment and wealth management services for private clients, charities and trustees.
With a rich history dating back to the 1740s, looking forward has carried them and their clients safely through many eras. They continue to move with the times, blending new ideas and bespoke technology with their long-standing investment experience and constant values.
Their success is based on delivering a highly professional and personal service to their clients. They believe this can only be achieved by having engaged and motivated employees with a diverse range of backgrounds, skills and experiences. Their employee strategy, policies and investment plans are all designed to achieve these goals.
Working at the company is more than a job for their employees and they offer a nurturing, development-led working environment with a competitive benefits package. Many of their employees are also shareholders, which is something that they will continue to encourage.
They are an equal opportunities employer and it is their policy to ensure that all job applicants and employees are treated fairly and on merit regardless of their race, gender, marital status, age, disability, religious belief or sexual orientation.
Please click the APPLY button to send your CV and covering letter for this role.
Candidates with the experience or relevant job titles of; Administrative Assistant, Administrator, Officer Administrator, Admin Assistant, Office Admin, Office Assistant, Office Associate, Office Support, General Admin, Team Administrator, Business Support Assistant, Administrator, PA, Personal Assistant will also be considered for this role.
