Administrator (Hybrid)
Glasgow City Centre
£27,000

Are you experienced in financial services administration? Would you like to gain valuable experience with a prestigious investment firm in Glasgow?

My client is seeking a Client Administrator to support their Investment Risk team. This role offers a fantastic opportunity to work closely with Investment Management teams, ensuring the efficient and accurate completion of client documentation. This is an initial 12 month contract with the business - there is opportunity to stay on as a permanent member of staff, however this is not guaranteed.

You will focus on drafting, reviewing, and managing Investment Mandates and other client documents, applying high standards of suitability while supporting the team’s administrative needs.

*Please note that you must be able to pass a credit check in order to apply for this role.*

Benefits:
* 9% employer contribution to company pension
* 25 days’ holiday plus bank holidays
* Private medical insurance
* Life assurance
* Company share scheme
* Income protection
* Season ticket loans
* Access to additional voluntary benefits

Key responsibilities include:
* Managing the administrative process of drafting and reviewing Investment Mandates, ensuring all required client documentation is received, gaps are identified, and drafts are prepared for Investment Managers.
* Coordinating multiple administrative workstreams, prioritising tasks to meet team deadlines.
* Maintaining accuracy in key processes, such as managing Temporary Exception and Non-responding Client requests.
* Updating internal reporting systems with accurate and timely information.
* Providing administrative support to foster a strong culture of suitability quality within Investment Management teams, identifying opportunities for improvement in existing processes.
* Collaborating with the Suitability Manager to address process gaps and maintain high standards.

Skills and Experience:
* Strong administrative skills with proficiency in Excel and Office Suite.
* Excellent written communication skills, with a focus on detail and accuracy.
* Ability to simplify and articulate complex issues.
* Strong organisational skills, including the ability to manage deadlines and prioritise tasks effectively.
* Collaborative approach to relationship management.
* Previous experience in financial services administration is preferred, particularly in an investment company.
* An understanding of regulatory requirements within financial services is an advantage.
If you’d like to learn more about this opportunity or other similar roles, please get in touch:
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