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Investment Admin - Hybrid Working

Job LocationBath
EducationNot Mentioned
Salary20,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Juice is delighted to be working with a well-established financial services business, based in Bath city centre, in their search for an Investment Administrator to join their friendly team.This is an exciting time to join a growing business with a range of opportunities for personal and professional development, with hybrid working to ensure a great work-life balance.The roleYou will be in charge of handling, administering, overseeing, and resolving all market investment transactions while maintaining the integrity of the client records on the Investment Platform.Day-to-day responsibilities would include

  • Managing transactional processing and supporting operational controls
  • Overseeing challenging volumes whilst ensuring a high level of accuracy and attention to detail is upheld
  • Detecting inaccuracies and proactively preventing escalation.
  • Acquiring solutions for clients
  • Fostering positive relationships with internal and external stakeholders
  • Maintaining awareness of, and adherence to, Compliance and Regulatory requirements
  • Attending daily meetings and working to agreed deadlines
  • Partaking in projects; testing new products, processes, or controls
Ideally, you will be a fantastic multitasker, have superb attention to detail, a strong understanding of Microsoft Office including Excel, Word, PowerPoint & SharePoint, and excellent interpersonal and communication abilities. Financial services qualifications,knowledge of ISA & SIPP platform businesses, CASS, COBs are all beneficial but not essential.This role comes with a fantastic benefits package to include, a discretionary, performance-based bonus (up to 15% of gross salary), a 6% contribution of your gross salary into your pension each month, 33 days of holiday (incl. bank holidays) plus the opportunityto buy or sell an additional 5 days and Free Bupa healthcare.

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