Investment Client Support/Administrator
| Job Type | Permanent full-time |
| Location | Edinburgh |
| Area | Edinburgh, Scotland |
| Sector | Private Client InvestmentWealth Management |
| Salary | £26000-£30000 |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635261850 |
| Job Ref | 3165489 |
| Job Views | 918 |
- Description
- Investment Client Support/Administrator – Award winning Investment Managers
Edinburgh | £30,000 Basic (12 month contract)
A leading UK Private Client Investment Management Company who regularly appear in the UK’s Top 100 Companies to work for and have won numerous industry awards for excellence are looking to recruit a highly competent individual. Working in their growing Investment Support function you will be joining a highly professional team who pride themselves creating a positive working environment that is enjoyable and very personable.
The role will involve –
- Providing Investment Management Administrative Support to the team and consultants
- Help the department provide excellent client servicing and maintain the company’s standards
- Communicate professionally and effectively with external clients and associated intermediaries
- Completing Client KYC data and account amendments
- Assisting with meeting preparation, adviser reports and presentations
- Deliver Projects on time to the highest standards
- Take an active role in learning and understanding regulatory requirements and the company’s attitude and policy surrounding risk management
- Be responsible for implementing administrative processes
- Help the department achieve performance and budgetary targets
- Develop your own skills and knowledge ensuring that you are achieving your own personal development goals
In return they offer:
- A fantastic working environment
- The chance to progress within a leading company.
- A great remuneration and benefits package