Investment Operations Administrator

Job Description:

Do you have experience in investment operations with a passion for financial services?

Our client, a reputable financial services firm, is looking for a dynamic Investment Operations Administrator to join their Edinburgh team on a permanent basis.

In this role, you'll be the go-to support for Investment Managers, Portfolio Managers, and clients, handling administrative tasks and ensuring smooth operations across the board.

Essential Skills/Experience:

• Experience gained working in an investment operations role within Wealth or Investment Management
• Excellent stakeholder management skills and the ability to engage with clients, Professional Advisers, Investment Managers, product providers, and internal stakeholders
• Passion and energy to deliver successful outcomes for advisers and clients
• Excellent organisation, planning, and prioritising skills
• Strong attention to detail

Core Responsibilities:

• Answer & respond to client queries on the phone and email
• Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
• Liaise with appropriate teams for the effective onboarding of new clients
• Instruct internal transfers of cash and stock from one portfolio to another
• Complete client KYC data amendments and account amendments
• Assist with meeting preparation, including printing and binding client and introducer reports and presentations
• Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16038

To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.