Investment Administrator - Permanent - Glasgow - to £33K (pro rata) plus benefits
Our client is a nationally recognized Wealth & Investment Management organization dedicated to helping their clients achieve their financial goals. With a legacy of excellence and a commitment to innovation, they provide tailored investment solutions and financial expertise to a diverse clientele. They are currently seeking an experienced Investment Administrator to join their team in Glasgow working closely with the Investment Managers and their clients
Position Overview:
As an Investment Administrator, you will play a critical role in providing seamless support to the Investment Manager. Your primary responsibility will be to manage all administrative tasks related to their clients and mailbox.
Key Responsibilities:
- Manage all administrative tasks related to the Investment Director's client portfolio and mailbox.
- Collaborate with other Administrators in the team to ensure efficient task handling.
- Support the Investment Directors and Investment Managers in their advisory responsibilities.
- Assist in the preparation of investment reports, documentation, and transactions.
- Maintain client records and databases with a keen eye for accuracy and compliance.
- Liaise with clients to address inquiries, resolve issues, and provide exceptional service.
- Contribute to team projects and initiatives as needed.
Qualifications:
- Wealth management / Investment Management experience and understanding of financial services is highly beneficial.
- Previous experience as an Investment Administrator or Financial Planning Administrator is ideal.
- Strong attention to detail, organisational skills and accuracy in all tasks.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Ability to prioritize tasks and work effectively in a fast-paced environment.
- Knowledge of financial regulations and compliance is advantageous.
- Professional demeanour and a commitment to client service excellence.
- Team player with a proactive attitude.
On Offer:
- Competitive salary commensurate with experience, to £33,000
- Comprehensive benefits package.
- Opportunity to work with a nationally recognized wealth management organization.
- Exposure to a dynamic and collaborative team of investment professionals.
- Professional development and training opportunities.
- A supportive and inclusive work environment.
- Hybrid working (3 days in office minimum) however the first couple of weeks would be 100% office based for training
Sector:
- Financial Services
- Asset & Investment Management
