Investment Administrator

Job Description:

We are working on an excellent opportunity for an Investment Administrator to join the Private Client Administration team at a prestigious investment management firm in East Lothian. In this role, you will ensure the provision of an effective and efficient administration service for private clients of the firm.

Please note that the role holder will be required in the office 5 days per week (at least initially).

Skills/Experience: Previous experience in a comparable position is beneficial. Well-organised, with the ability to manage multiple responsibilities and meet deadlines effectively whilst maintaining accuracy. Clear and confident communicator, both verbally and in writing. Candidates should hold at least National 5 qualifications (or equivalent) in Maths and English.

Core Responsibilities: Handling client-related queries and coordinating with internal teams, external partners, and clients to deliver a consistently high standard of service. Reviewing and issuing regular client reports, including quarterly valuations and annual review documentation. Overseeing and processing cash and asset transfers across private client portfolios with accuracy and efficiency. Ensuring all client records are maintained to the required regulatory and internal standards, and that systems are consistently up to date. Supporting internal projects and contributing to the implementation of regulatory or business process changes. Taking part in routine risk reviews and helping to drive ongoing improvements across operational procedures.

Benefits: A highly competitive salary Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16162

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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