Investment Administrator

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