Job Title: Administration Assistant - Financial Services
Do you have strong administration skills from a financial background?
Looking for a company who values their staff and offer excellent progression opportunities?
Would you like to work for the UK's leading Investment Management firms?
If so I have some amazing opportunities in Bristol working for one of the UK's leading investment management firms. They are looking for an Administration Assistant to join their team!
The successful candidate will have experience within a corporate environment and have a high level of organisational and attention to detail skills coupled with data analysis experience and advanced knowledge of Excel.
The Duties and Responsibilities:
* Manage client administration processes in a timely and efficient manner, ensuring accuracy of data, tasks include:
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 emails, editing and correcting as necessary
? Create/amend presentations or meeting packs for trustee/client meetings using appropriate IT system (PowerPoint, Excel and other relevant Rathbone 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.
To be successful in this role you will possess the following:
* Previous experience within a corporate environment is essential
* Strong IT skills including PowerPoint, Excel, Word
* Grades A-C at GCSE or equivalent in English and Maths
* High level of attention to detail
* Excellent communication skills both written and verbal
* Strong time management and prioritisation skills
* Smart, presentable appearance
* Ability to develop & maintain positive working relationships
If you think this is the right step in your career click apply for an initial conversation
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.