Investment Administrator
Job Title: Investment Administrator
Salary: Up to £28,000
Location: Edinburgh, UK
Job Reference: 8493
Are you a proactive, detail-oriented individual with a passion for enhancing the financial well-being of clients?
One of the UK’s foremost providers of discretionary wealth management is seeking an Investment Administrator to join the Investment Management team in Edinburgh. This is a fantastic opportunity to become an integral part of a dynamic and successful organization renowned for delivering award-winning wealth management.
As an Administrative Assistant, you will be at the heart of day-to-day operations, managing the administration of client accounts. Each day is different, and you will play a pivotal role in ensuring exceptional service to both colleagues and clients. This role is perfect for proactive individuals who enjoy working in a fast-paced environment, continuously learning, and improving systems and practices.
Key Responsibilities:
- Collaborate with Investment Managers and other admin assistants.
- Monitor asset and cash transfers.
- Handle ISA subscriptions and transfers.
- Prepare adhoc reports.
- Facilitate payments.
- Manage fees.
- Process and record Power of Attorneys.
- Assist with aspects of Probate admin.
- General client admin tasks.
About You:
- Proactively, you excel at taking initiative, are highly organized, and exhibit a knack for effective time management and deadline achievement.
- Your meticulous attention to detail, numerical acumen, and adept communication skills are standout qualities.
- Reliability and unwavering enthusiasm, coupled with an unwavering commitment to integrity, define your work ethic.
- Preference will be given to those with prior experience in administrative roles in the discretionary wealth management sector.
- Familiarity with the MiFID II legislative framework is advantageous.
- Proficiency in the Office 365 Suite and Outlook at an intermediate level is a fundamental requirement.
If you are ready to embark on an exciting journey with a leading wealth management firm, we encourage you to apply for this role. Join a team of like-minded individuals who are dedicated to delivering exceptional results and enhancing the financial well-being of our clients.