Administrator

Summary: The Middle Office Administrator role within Group Operations in Glasgow involves providing exceptional client service by managing the account opening and amendment processes. The position requires a high level of accuracy in data input and the ability to work efficiently to ensure timely completion of tasks. The role also includes monitoring client cases and supporting Investment Managers with administrative tasks. This fixed-term position is ideal for individuals who thrive in a fast-paced environment and possess strong communication skills.

Key Responsibilities:

• Track and monitor the progress of client cases, liaising with Investment Managers or directly with the Professional intermediary as appropriate.
• Prompt banking of client cheques and ensuring that funds are correctly applied on a timely basis.
• Support robust management of risk by maintaining money laundering documentation.
• Encourage good working practices by advising Investment Managers of correct documentation and procedures.
• Support income generation by providing administrative support to increase capacity for Investment Managers who deal with many Independent Financial Advisors.

Key Skills:

• Ability to work individually and as part of a team.
• High level of numeracy and accuracy with a methodical approach to work.
• Ability to operate in a professional manner and to work within deadlines.
• Excellent communication skills.
• A good working knowledge of Microsoft Office, Word and Excel.
• Knowledge of Account opening and amendment systems, Quasar and RID would be ideal, but not essential.

Salary (Rate): undetermined

City: Glasgow

Country: United Kingdom

Working Arrangements: hybrid

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other