Administration Assistant

  • Permanent
  • Bristol, South West
  • Posted 28th July 2022
  • £23000 - £25000 per Annum
  • Ref: Admin Assistant
Artis Recruitment are excited to be working with a leading wealth management organisation in central Bristol to support with the recruitment of an Administration Assistant, this is a permanent full time position paying £23-25,000pa + discretionary bonus and benefits.

VALUES WORTH SHARING
Our mission is to deliver long-term value for our stakeholder: our clients, our people, our owner and society. Our Firms values include:
Belonging
Respect
Integrity
Conviction
Entrepreneurship

We are proud to be recognized as one of the best places to work by Great Place to Work UK. Since our business was founded, creating a culture where people feel respected, valued and motivated has been paramount. Our staff gave outstanding marks in numerous areas such as their assessment of the welcoming culture at the firm, how fairly they feel they are treated and the respect they are given by colleagues and management. 85% of our people are proud to work here and 89% agree the firm is a "Great Place to Work".

Brief Role Objective:
Be part of a team providing general and administrative support to our Investments Managers to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will assist with responding to client enquiries where appropriate.

Key Responsibilities:
*Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided
*Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed
*Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable
*Assist in resolving client queries regarding their portfolios or account opening
*Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client's level of knowledge and understanding
*Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date
*Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date
*Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary
*Liaise effectively with external custodians and providers to obtain information required for clients and their advisers
*Proficient in the use of all internal and external systems and information feeds

Other skills, competencies and attributes:
*Takes initiative for their own work, but also works well as part of a team.
*Acts at all times in a professional manner.
*Deals with all matters promptly, professionally and accurately without being reminded.
*Conducts role in accordance with company procedures, within individual authorisation levels and in a compliant manner.
*Readily assists the team and the Firm in achieving its objectives.
*Undertakes other tasks or specific project work as and when requested by the Investment Managers.
*Makes effective use of time in order to carry out tasks to the appropriate standard.
*Adheres to all company-wide policies, procedures and compliance requirements

IT:
*Good working knowledge of the Microsoft Office suite of products.
* Understanding of front office systems is desirable.

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