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Investment Administrator

Job LocationAberdeen
EducationNot Mentioned
Salary£25,000 - £31,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our client is looking for an Investment Administrator to join their team.This is a client-facing role, with client queries coming in via phone, post, and email so you will need to be a confident communicator, who can handle these queries clearly and sensitively.We work in a regulated industry, so you will need a high attention to detail to ensure that our records are kept up to date and avoid any possible regulatory breaches.Whilst no previous industry experience is required, you would benefit from a good awareness and knowledge of our industry and the regulatory environment we work in.This role provides essential support to the office, including daily tasks such as handling post and incoming client queries. As a result, we would need the successful candidate to work from the office full time.Responsibilities Include

  • Supporting the onboarding of new clients.
  • Producing documentation for Investment Managers to provide to their clients – such as Review Packs and Investment Proposals.
  • Providing clients and/or their agents with information and reports about their portfolios.
  • Administering requests from solicitors for Confirmation valuations and documentation required for subsequent share sales.
  • Processing the movement of funds between accounts.
Qualities/Experience Include
  • Excellent communication skills.
  • Confident ability to learn new systems and processes.
  • High level of attention to detail.
  • Consistent and accurate administrative skills.
  • Excellent time management skills.
  • Awareness of financial services and FCA regulation.

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