Investment Administrator

The role involves ensuring the provision of an effective and efficient administration service for private clients of
the firm.,

• Dealing with client matters, liaison with internal departments, agents and clients to ensure a high level of

service is provided.

• Checking and distributing quarterly client valuations and annual suitability review records.


• Validating and processing security and cash transfers for private client portfolios.


• Maintenance of client's records in accordance with external and internal standards and ensuring these are

accurate and up to date on all systems.

• Contribute to project development, whether internal or regulatory changes.


• Contribute to regular risk assessments and continuous improvement initiatives.
  
  A meticulous approach to the work, together with strong organisational skills and an eye for detail are also crucial

as is computer literacy (Word and Excel).,
• Experience in a similar role would be advantageous.


• Strong attention to detail and ability to work to a high standard of accuracy.


• Strong organisational skills and the ability to meet deadlines and manage multiple tasks.


• Team worker with proactive flexible approach.


• Good communication, both written and oral.
  
  McInroy & Wood is a thriving and independent private client investment management firm, managing over

£2.2bn worth of clients' investments, which are invested directly around the world. Housed in its own purposebuilt
premises in Haddington, with additional offices in London and Harrogate, we are proud of our collegiate
approach. We strive to build a diverse team, recognising the many benefits that this brings to our clients and
colleagues.

Salary: Competitive, depending on experience.
Holidays: 25 days per year; increases to 30 days depending upon time spent with company.
Pension: Group personal pension scheme, defined contribution. Company contributes 7% of salary p.a.
(employee contribution of at least 2%).
Health: Private healthcare insurance.
Life Assurance: 4 x Death in Service.
Workplace: A friendly, supportive environment with award winning office premises.