Assistant Client Administration Manager

Job Description:

Do you have experience of 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.

• Act as lead in department for OEIC business being onboarded.
  
  Ensure the operating model is understood and implemented timely and accurately.
  
  Undertake initial set up on all systems and manage throughout take-on phase until these can be passed over to Investment Administrator.


• Once OEIC's are onboarded, continue to act as subject matter expect and become reviewer for all checking required.


• Check and approve suitability review records (SRRs) prior to sending to clients.


• Assist the Client Administration Manager in monitoring and checking accuracy of responses given to queries from clients and/or their agents.
  
  Ensuring accuracy of information, spelling and grammar and general look and feel from a client's perspective in written correspondence for both existing and new clients.


• Assist with the review of Vulnerable Clients and Powers of Attorney to ensure these are accurate and updated adequately on all systems.


• Assist Operations Manager in dealing with to day-to-day queries from all staff and error resolution including lessons learned, in a timely manner.

• Experience of investment administration and direct contact with clients is essential.


• Proficient with MS Office software.


• Good understanding of ISA regulations.


• Organisational skills and the ability to prioritise, meet deadlines and manage multiple tasks.


• Highly literate and numerate.

• 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: 15985

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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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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