Investment Funds Team Assistant

7 days ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Opportunity

Eden Scott is seeking a highly skilled Assistant Team Manager - Investment Funds to join their dynamic team in Edinburgh. As a key member of the team, you will be responsible for delivering high-quality services to a large portfolio of private client structures/entities for a single client.

The role involves managing complex investments, preparing financial statements, and automated reconciliation oversight. You will also support the manager in ensuring the team delivers services efficiently and on schedule.

Main Responsibilities:

  • Maintain accurate client data, including transactions, records, and financial statements.
  • Raise and resolve queries promptly, coordinating with team members and clients.
  • Prepare complex client information such as financial statements.
  • Review information prepared by the team to support the manager.
  • Participate in client meetings and assist the manager in tracking deliverables.
  • Mentor junior team members and ensure adherence to operational guidelines and procedures.

Requirements:

  • Financial Services Experience is essential for the role.
  • Experience in supporting a team.
  • Excellent attention to detail and strong analytical skills.
  • Good numeracy and proficiency in IT, especially Excel.
  • Ethical mindset with a strong sense of integrity.
  • Proactive and able to manage multiple tasks in a fast-paced environment.
  • Ability to work effectively under pressure and meet deadlines.

Benefits:

  • Competitive salary and bonus structure.
  • Comprehensive health and wellness benefits.
  • Pension plan.
  • Professional development opportunities.


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