Private Client Administrator

Job Description

Eden Scott is delighted to be partnering with a well-established and highly respected investment management firm to recruit a Private Client Administrator for their growing team in East Lothian. This is an excellent opportunity for an organised and detail-focused individual looking to build or further develop a career within private client and investment services. Joining a collaborative and supportive environment, you will play an important role in delivering an exceptional client experience while supporting the efficient administration of private client portfolios. Full training, ongoing mentoring, and support towards relevant professional qualifications are available for the successful candidate.

Key Responsibilities

• Manage a variety of private client administration activities, ensuring excellent service standards are maintained.
• Liaise with clients, agents, advisers, and internal departments to resolve queries and provide timely support.
• Check and distribute quarterly client valuations and annual suitability review documentation.
• Validate and process security and cash transfers within client portfolios.
• Maintain accurate and up-to-date client records in line with regulatory and internal requirements.
• Support business and regulatory projects, helping to implement process improvements and change initiatives.
• Contribute to risk management activities and continuous improvement programmes.
• Assist with data quality management, reporting, and operational efficiencies across the administration function.

Skills & Experience

• Previous administration experience, ideally within financial services, investments, wealth management, pensions, banking, or professional services.
• Exceptional attention to detail and commitment to accuracy.
• Strong organisational and time management skills.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Confidence learning and using new systems and technology.
• Excellent written and verbal communication skills.
• A proactive, flexible, and team-focused approach.
• High levels of integrity and a commitment to delivering positive customer outcomes.

You will enjoy working collaboratively as part of a team and demonstrate high levels of integrity, professionalism, and accountability in everything you do.

What’s on Offer?

• Opportunity to develop a long-term career in private client and investment management.
• Support towards industry-recognised professional qualifications.
• Comprehensive training and ongoing development.
• A supportive and collaborative team environment.
• Competitive salary and benefits package.