Investment Administrator - Bath City Centre £23,000 - £24,000

Position: Investment Team Administrator
Location: Bath, BA1
Hours: Permanent, Full time Monday - Friday

Do you have a background within the financial services sector? Whether that be banking, investments or wealth management. If so this is a great opportunity to join a small team and support them from an administrative perspective.

Responsibilities include

  • Assisting with setting up new client files & monitoring the new client.

  • Pre-populate forms for clients using mail merge templates and send out mail merges and letters

  • Update CRM systems, ensuring client documentation is up to date, scanned and saved.

  • Making ad-hoc payments, posting cheques

  • Assist with any projects or operational tasks with the investment managers.

  • General Office Administration such as meeting clients, taking incoming calls, filing, sending and sorting post.

About You

  • Proficient on Microsoft packages, specifically Excel

  • Relevant Experience within an FCA regulated company is advantageous.

  • Accurate typing skills and a strong attention to detail.

Please apply today as this role could be available for an immediate start.
Shortlisted applicants will be contacted via telephone.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Beth Thatcher