• 26 September 2008
• Reference: JR204654

• Trainee Investment Administrator-Edinburgh

• Edinburgh £12,000 - £14,000 p/a Permanent

Position-Trainee Investment Administrator-Edinburgh
Salary: Up to £14,000
JR Reference 204654

Outstanding, unique opportunity to join an expanding, prestigious investment management company as a Trainee Investment Administrator.

As a Trainee Investment Administrator you will provide support to the Edinburgh Client Service Team and will report to the Client Services Manager. The successful candidate will develop a thorough understanding of the investment administration process and will be focussed on supporting the account directors in providing an excellent personal service to clients.

As a Trainee Investment Administrator, specific duties will include:
-Supporting the Client Services team in the initial client opening process. This will include anti money laundering and discretionary management agreements
-Responding to clients and their intermediaries' requests for information on non-investment matters
- Liaising with third party administrators, HM Revenue & Customs, internal departments and Clients
- Preparing review documents for current clients
- Keeping client records on internal data bases up to date at all times
- Payments and routine maintenance of client records
-General administrative tasks photo-copying, filling, faxing etc


To be considered for the Trainee Investment Administrator role you should have some general office experience within the financial services. You should possess 4 Higher Levels or equivalent including English and Maths. You will be numerate and literate and structured in your work methods. Candidates must be proficient in Microsoft Office systems and should be confident and able to communicate at all levels. This includes verbal, written, informal and formal communication

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Keywords related to this job

• Investment Management,
• Administration,
• Edinburgh,
• Permanent,
• Asset/ Investment Management,
• Trainee Investment Administrator