Investment Administration Associate - Client Administration
Job Number: PARMENION00083
Posting Date: 08/08/2019
Parmenion is a rapidly growing, award winning technology and investments solutions business. We launched in 2007 with just a handful of staff. In the 11 years since, we have seen the company grow exponentially. We currently house our 200+ staff in a magnificent open plan office near the waterfront in the vibrant city of Bristol.
Our strength comes from seamlessly integrating three core disciplines, discretionary investment management, platform services and intuitive technology.
As an Investment Administration Associate, you will be based within the Client Administration team and are responsible for the general administration and post. You will support and provide assistance to other sub teams within the department.
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.
Post in and post out responsibilities
Responsible for triage and allocation of emails received into the general mailbox
Ensuring that all scanning is categorised and sent to Iron Mountain to file offsite
Skills and Experience
Excellent communication skills
Ability to work well under pressure,
Ideally come from a similar post/administration role within financial services Desirable
Efficient and accurate in their work.
Self-reliant, good problem solver and proactive
We can offer you
At Parmenion, you can expect a competitive salary aligned to your skills and experience which we will review each year, as well as a generous benefits package, including:
20% Non-contributory Personal Pension scheme
25 days Holiday, rising to 28 days based on length of service
Life Assurance 7 x salary & Income protection insurance
Private health insurance, up to family cover
In addition you will enjoy working in our modern open plan offices in central Bristol, be invited to a variety of social activities ranging from payday drinks to film nights and benefit from our commitment to employee wellbeing as well as our focus on providing career development opportunities.
Apply for this role
We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone.