Investment Administrator

2 months ago


Glasgow, United Kingdom Anderson Knight Full time

Anderson Knight is recruiting for an Investment Administrator for a elite financial firm based in the vibrant heart of Glasgow City Centre.

This role requires you to provide a first-class suitability advice and processing service for Investment Teams.

35 hours per week 9am till 5pm. Hybrid working - 3 days in the office and 2 days at home.

**Main duties and responsibilities are**:

- Managing your own workload from start to finish with strong attention to detail and prioritisation skills.
- Working effectively in a team to ensure goals are achieved effectively.
- Analyse client financial background information and attitude to risk.
- Responsible for liaising with the relevant Investment Manager and their team to highlight any issues.
- Essential to build good relationships with the Investment Managers.
- Produce client facing reports on behalf of Investment Managers.
- Maintaining and developing policies and procedures.
- Responsible for chasing outstanding client queries, data input and managing pending cases.
- To undertake any other duties that may be reasonably required, this is not intended as a definite list.

**Key attributes and skills**:

- Excellent written and verbal communication skills.
- A high standard of English grammar, spelling and punctuation.
- Efficient time management.
- Ability to adapt to changes, work under pressure and prioritise workload.
- Willingness to be flexible and demonstrate initiative in decision making.
- Competent using a computer and MS software packages.
- Accuracy and attention to detail.
- Team player.
- Understanding of the products and services in which the client provides.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£29,000.00 per year

Work Location: In person

Reference ID: NM01



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