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Investment Trust Administrator Assistant

Edinburgh
Negotiable
Permanent

Investment Trust Administrator - Edinburgh

Eden Scott's client is currently seeking an individual to join there back office in Edinburgh The successful individual will be involved in Trust Administration. You will work within a team to process a variety of administration duties and work to a close timeframe

Responsibilities

  • Administration of all tasks required to meet the client deliverables set out in the service agreement by Trust Deed & Rules
  • Complete all tasks using best practice and compliance with saving schemes and polices, rules and regulations including FATCA/CRS and any legislative changes.
  • Ensure compliance and adherence to key checklists / team procedures to ensure compliance with ISO requirements
  • Maintain an understanding of clients' requirements,
  • Investigation and response to client queries seeking guidance and escalation where required. Participate in client, business and client take on activities
  • Liaise with other Corporate Employee and Executive Services teams, the Private Banking team / other in-house specialists and ensure the workload is completed
  • Liaising with third party intermediaries
  • Evaluate and report risks to your line manager
  • Preparation/co-ordination of client reporting

Person Specification

  • Excellent attention to detail and be conscientious in nature
  • Prior experience in the following areas would be great KYC /AML /
  • The ability to work independently, or as part of a team, with good time management and organisational skills
  • Excellent customer service to both internal and external customers
  • Excellent interpersonal skills (written, numerical and oral)
  • Excellent IT skills (particularly Word & Excel)
  • Previous investment and/or finance administration experience would be beneficial but not essential

If you feel you can rise to the challenge, please contact Karen Kerr at the earliest opportunity on 0131 550 1129 or e-mail Karen.kerr@edenscott.com

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.

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 on 0131 550 1100 or drop off a CV at financialservices@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your

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