Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Investment Administrator

mbf.
Job LocationGlasgow
EducationNot Mentioned
Salary£26,000 - £33,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Investment Administrator - Permanent - Glasgow - to £33K (pro rata) plus benefitsOur 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 andfinancial 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 clientsPosition 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 Directors 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

APPLY NOW

Investment Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved