Investment Administrator
Title: Investment Administrator
Location: Edinburgh
Salary: Up to £30,000 + discretionary bonus
Job Reference: 8370
A nationally renowned Asset Management firm is seeking an Investment Administrator to join their friendly Financial Advice team. This company approaches its work in an honest, forward-thinking manner to provide expert service, bespoke to individual needs. With long-term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.
The role:
As an Investment Administrator, you will provide important support to the Investment Team and oversee the coordination of administrative tasks. Responsibilities encompass managing client onboarding, handling documentation for new business, aiding in the preparation of account opening, monitoring AML and KYC process, tracking transfers, and cultivating relationships with both internal and external advisers.
To succeed you will need:
- Educated to degree level (preferable)
- Previous experience working within Investments or Financial Services
- Effective communication skills
- Organized, proactive, and observant
- Proficiency in MS Office
Benefits:
- 25 days holiday (option to buy more)
- Hybrid WFH / Office split (equipment provided)
- Life Assurance (x4 salary)
- Juicy company pension scheme (10% contribution)
- Private health insurance
- Employee Wellbeing Assistance Program
- Share incentive scheme
- Access to financial advice
- Discretionary Bonus