Assistant Client Administration Manager, East Lothian
Location:
East Lothian
Job Category:
Banking
EU work permit required:
Yes
Job Reference:
15985_1738951121
Job Views:
9
Posted:
07.02.2025
Expiry Date:
24.03.2025
Job Description:
Do you have experience in investment administration and direct contact with clients? Our client has a fantastic opportunity for an Assistant Client Administration Manager to join the team on a 12-month fixed-term contract. This role is based on the outskirts of Edinburgh and requires you to be in the office 5 days per week.
Core Responsibilities:
1. Act as lead in the department for OEIC business being onboarded. Ensure the operating model is understood and implemented timely and accurately. Undertake initial setup on all systems and manage throughout the take-on phase until these can be passed over to the Investment Administrator.
2. Once OEICs are onboarded, continue to act as subject matter expert and become the reviewer for all checking required.
3. Check and approve suitability review records (SRRs) prior to sending to clients.
4. Assist the Client Administration Manager in monitoring and checking the accuracy of responses given to queries from clients and/or their agents, ensuring accuracy of information, spelling, grammar, and general presentation in written correspondence for both existing and new clients.
5. Assist with the review of Vulnerable Clients and Powers of Attorney to ensure these are accurate and updated adequately on all systems.
6. Assist Operations Manager in dealing with day-to-day queries from all staff and error resolution including lessons learned, in a timely manner.
Skills/Experience:
1. Experience in investment administration and direct contact with clients is essential.
2. Proficient with MS Office software.
3. Good understanding of ISA regulations.
4. Organisational skills and the ability to prioritise, meet deadlines, and manage multiple tasks.
5. Highly literate and numerate.
Benefits:
1. A highly competitive salary
2. 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.
To apply for this vacancy, applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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