Investment Administrator – Bristol
18k - 22k
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- Processing of items received on a daily basis
- Monitoring payments/payroll processing
- Liasing with transfer managers, third party product providers and fund managers
- General administration duties
- Processing any client or third party withdrawals including adviser fees, ensuring they are processed and paid
- Internal transfer processing
- Processing transfer out payments to other providers
- Responsible for triage and allocation of emails received into the general mailbox
- Processing and monitoring regular contributions and regular withdrawals
- Processing administration tasks such as client change of address, client change of bank details, deceased client correspondence etc.
- Ensuring that transfers are chased in a timely and effective manner