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Asset Investment Administrator

1 month ago

Glasgow, Glasgow City, United Kingdom Quilter Full time

We are seeking a highly organized and detail-oriented Investment Administrator to join our team at Quilter Cheviot. As an Investment Administrator, you will be responsible for providing administrative support to our Investment Managers, including responding to client queries, organizing bank payments, and maintaining comprehensive databases.

You will work closely with our clients and their trusted advisers to provide exceptional service and information regarding their portfolio. This role requires a strong interest in financial services and a good understanding of our services, as well as the ability to build close relationships with stakeholders.

Quilter Cheviot is a leading wealth management firm with over 250 years of experience. We offer a highly personalized service to private clients, charities, trustees, and professional partners. Our team is committed to going above and beyond in service of our clients and the support we provide our communities.

We offer a range of benefits, including a pension scheme, private medical insurance, and a healthcare cash plan. You will also have the opportunity to participate in our Quilter Incentive Scheme, which incentivizes business performance and individual contribution.

We are looking for a hardworking and diligent individual with a strong interest in financial services. If you have experience in a similar role or an administrative financial qualification, we encourage you to apply.

  • Responsibilities:
  • Respond to client queries by phone, letter, or email
  • Organize bank payments and issue valuations and tax reports
  • Maintain comprehensive databases with up-to-date client details
  • Assist Investment Managers with ongoing portfolio management
  • Participate in quarterly reporting process