Investment Administration Assistant
- Recruiter
- Application Recruitment
- Location
- Edinburgh
- Salary
- Competitive
- Posted
- 28 Mar 2017
- Closes
- 10 Apr 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Investment Administration Assistant
Edinburgh
Circa 25K - 28K
Are you an experienced FS Administrator with a great eye for detail, enthusiastic, organised and with excellent communication skills? Are you looking to further your career in a professional and supportive environment?
Our client is a professional and well-established Investment Management company, with an excellent reputation in the industry. Due to ongoing success, this company is looking for an additional Investment Management Administrator to join their growing team.
The successful candidate will be responsible for providing investment administration support to the Investment Managers, therefore experience from the financial services / investment industry is necessary.
Successful applicants will demonstrate excellent customer service skills with the ability to prioritise workloads, meet deadlines and have an exceptional attention to detail. You will be numerate, IT proficient and have strong written and verbal communication skills. You will be confident in dealing directly with clients, IFAs and Professional Services providers in a clear and coherent manner.
Key responsibilities for the Investment Management Administrator
•,Processing new client Account Opening and Transfers in
•,Maintaining accurate and up to date client files and CDD information
•,Preparation of Client Valuations and Reports
•,Assisting with the production of Investment Proposals
•,Assisting with Corporate Action processing and probate Valuations
•,Compilation of meeting notes
•,Prepare reports and client correspondence including investment proposals
•,Creating pitch documents/ presentations for existing and potential clients
•,Preparation of KYC documentation
•,Assist with the process of sending of Annual Reviews to clients and the recording of this to the system
•,Preparation of marketing information
•,Client follow up & update by phone and email
Essential Requirements:
•,The ability to prioritise and organise workload.
•,A professional, proactive and positive attitude.
•,Highly numerate with the ability to identify anomalies in spreadsheets/financial data
•,A confident phone manner with the ability to make outgoing calls to clients and external stakeholders, building professional relationships
•,The ability to work independently and as part of a team.
•,Have experience of using Word, Excel & Outlook and accurate data entry
•,You ??must have proven administration experience gained within the FS sector (preferably Investments)
•,Professional and confident communication skills when liaising with clients both face to face, over the phone and in written correspondence
•,Strong organisational skills with the ability to work as an individual or as part of a team
*This is a fantastic opportunity for an experienced administrator to join a well-established Investment firm, where in exchange for your expertise and commitment, my client can offer a competitive salary, professional support and on-going career development.
To apply
Send in your current CV to Tracey Exton at Application Recruitment
Edinburgh
Circa 25K - 28K
Are you an experienced FS Administrator with a great eye for detail, enthusiastic, organised and with excellent communication skills? Are you looking to further your career in a professional and supportive environment?
Our client is a professional and well-established Investment Management company, with an excellent reputation in the industry. Due to ongoing success, this company is looking for an additional Investment Management Administrator to join their growing team.
The successful candidate will be responsible for providing investment administration support to the Investment Managers, therefore experience from the financial services / investment industry is necessary.
Successful applicants will demonstrate excellent customer service skills with the ability to prioritise workloads, meet deadlines and have an exceptional attention to detail. You will be numerate, IT proficient and have strong written and verbal communication skills. You will be confident in dealing directly with clients, IFAs and Professional Services providers in a clear and coherent manner.
Key responsibilities for the Investment Management Administrator
•,Processing new client Account Opening and Transfers in
•,Maintaining accurate and up to date client files and CDD information
•,Preparation of Client Valuations and Reports
•,Assisting with the production of Investment Proposals
•,Assisting with Corporate Action processing and probate Valuations
•,Compilation of meeting notes
•,Prepare reports and client correspondence including investment proposals
•,Creating pitch documents/ presentations for existing and potential clients
•,Preparation of KYC documentation
•,Assist with the process of sending of Annual Reviews to clients and the recording of this to the system
•,Preparation of marketing information
•,Client follow up & update by phone and email
Essential Requirements:
•,The ability to prioritise and organise workload.
•,A professional, proactive and positive attitude.
•,Highly numerate with the ability to identify anomalies in spreadsheets/financial data
•,A confident phone manner with the ability to make outgoing calls to clients and external stakeholders, building professional relationships
•,The ability to work independently and as part of a team.
•,Have experience of using Word, Excel & Outlook and accurate data entry
•,You ??must have proven administration experience gained within the FS sector (preferably Investments)
•,Professional and confident communication skills when liaising with clients both face to face, over the phone and in written correspondence
•,Strong organisational skills with the ability to work as an individual or as part of a team
*This is a fantastic opportunity for an experienced administrator to join a well-established Investment firm, where in exchange for your expertise and commitment, my client can offer a competitive salary, professional support and on-going career development.
To apply
Send in your current CV to Tracey Exton at Application Recruitment