Portfolio Administration Specialist

Alexander Mae (Bristol) Ltd; Bath; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company in Bath is seeking an Administrative Support professional to assist Stockbrokers with managing investment portfolios. Responsibilities include supporting daily administrative tasks, preparing for weekly meetings, and handling client onboarding and compliance-related matters. The ideal candidate will possess strong organizational and communication skills, ensuring the smooth operation of the advisory team. This role offers a great opportunity to work within a supportive environment focused on staff well-being.

Qualifications

• Strong organizational skills for managing tasks and deadlines.
• Excellent communication abilities for handling client inquiries.
• Familiarity with financial services and investment portfolios.

Responsibilities

• Support Stockbrokers with day-to-day admin tasks.
• Prepare for and attend weekly meetings with Stockbroker.
• Assist with the client onboarding process.

Job description

A leading financial services company in Bath is seeking an Administrative Support professional to assist Stockbrokers with managing investment portfolios. Responsibilities include supporting daily administrative tasks, preparing for weekly meetings, and handling client onboarding and compliance-related matters. The ideal candidate will possess strong organizational and communication skills, ensuring the smooth operation of the advisory team. This role offers a great opportunity to work within a supportive environment focused on staff well-being.