Investment Client Administrator Assistant

Eden Scott's client is currently seeking Investment Client Administrator Assistant to join their esteemed Financial Services team in Edinburgh. This is an exciting opportunity to support a dynamic and fast-growing firm that values precision, efficiency, and exceptional client service. As an Investment Administrator, you will play a key role in supporting the managers and ensuring the smooth operation of client portfolios.

Key Responsibilities

• Maintain and manage investment portfolios, including processing transactions, valuations, and client reports.
• Act as a primary point of contact for client inquiries, providing clear and timely responses to requests and maintaining strong client relationships.
• Ensure all client data, records, and investment information are accurate, updated, and compliant with industry standards.
• Conduct thorough AML and Know Your Customer (KYC) checks for new and existing clients, ensuring compliance with regulatory standards. Monitor and report suspicious activity as required by the firm's AML policies.
• Assist with compliance monitoring, ensuring all activities align with regulatory requirements and internal policies.
• Provide administrative and operational support to investment managers, aiding in portfolio reviews and the preparation of investment reports.
• Prepare periodic and ad-hoc reports, performance summaries, and client presentations as required.

Qualifications and Skills

• Previous experience in an Financial Services administration role.
• Strong attention to detail with excellent organizational and data management skills.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and familiarity with financial software systems.
• Ability to work independently and collaboratively within a team.
• Excellent communication skills, both written and verbal, with a client-focused approach.
• Knowledge of investment products, financial markets, and compliance regulations is advantageous.

What the company is offering

• Competitive salary and benefits package
• Career development opportunities within a supportive, growth-focused environment
• A modern, collaborative workplace in the heart of Edinburgh's

Please only apply if you are based in Scotland this role does not allow for sponsorship

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on or drop off a CV at financialservices@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon. as possible. Please note that we never send CVs anywhere without your prior consent.