Investment Administrator
4 days ago
Meraki Talent are currently recruiting for an Investment Administrator to join a leading Financial Services company in Glasgow city centre.
Key Responsibilities:
- Transfers
- Client payments
- Client on boarding
- Client account amendments
- Identifying and discussing areas for planning with the advisor
- Carrying out research to identify solutions to meet a client’s objectives
- Preparing draft suitability reports to be discussed and signed
- Dealing effectively with client queries
- Liaising closely with Investment Managers
- Preparing existing client files ready for reviews
Skills and Experience
- Strong written and oral communication skills
- High attention to detail
- Experience working within the financial or banking sector
- Broad knowledge of financial services and processes
- Understanding of the Financial Services sector
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