Digital Account Analyst Apprentice

QA Apprenticeships; City of Edinburgh; Hybrid; GBP 21,000; Full time

Job summary

An engaging apprenticeship program provider in Edinburgh is seeking a Trainee for the Digital Account Investor Services role. You will be the first point of contact for client queries and will assist in ensuring account compliance. The ideal candidate is a detail-oriented team player who can effectively communicate and meet deadlines. This position offers a salary of £20,500 and provides a structured apprenticeship path towards a nationally recognized qualification.

Qualifications

• Strong attention to detail and accuracy.
• Ability to prioritise workload and work under pressure.
• Confident communication skills.

Responsibilities

• Handle incoming queries via email and phone.
• Process tickets and ensure account compliance.
• Complete and submit application forms and AML documentation.

Skills

Marketing

Public Relations

Digital Account

Google Webmaster Tools

Pinterest

LinkedIn

Account Management

SEM

CRM

SEO

Content Marketing

Facebook

Email Campaigns

ROI

Analytics

Job description

Are you looking to kick start your career with an exciting and growing company

Multrees is looking for someone to join their team as a Digital Account Investor Services (Multrees) supports transformational change through a range of outsourced investment services to wealth managers private banks family offices and advisory businesses.

What will I be doing

• First point of contact for incoming queries via the online portal email and telephone
• Raising and processing tickets as they come through via email and telephone and working collaboratively with Transfer Agents to ensure all accounts Multrees have opened remain AML compliant
• Completing and submitting application forms and AML / KYC documentation to transfer agents on Multrees online system
• Ensuring all documents are signed by appropriate authorised signatories via Adobe sign
• Collaborating with operational teams internally to ensure any issues with account opening documentation and operational account queries are resolved promptly. This is done by escalating the tickets through to the team if further assistance is needed
• Investigate fund scoping and fund routing for clients and data governance teams
• Wide use of Microsoft Office packages such as Word Excel and Teams to complete daily tasks
• Work independently and collaboratively with your team and others within the organisation
• Analyse and investigate key risk exposures

What do I need to be successful

• Have a team player perspective
• Strong attention to detail
• Must be accurate and meet deadlines
• Ability to prioritise workload and work under pressure
• Ability to anticipate problems
• Ability to communicate confidently

Salary

20500 per annum

Working hours

35 hours per week Monday to Friday

Benefits

The role is eventually hybrid with minimum 2 days working in office.

Future prospects

90% of QA apprentices secure permanent employment after completing : this is 20% higher than the national average.

Important information

This vocational apprenticeship comprehensively supports your specific job role with this particular employer. Throughout your learning journey you are fully supported by your dedicated QA skills coach and your mentor at work. They ensure you settle in help you develop all the skills you need to be successful in your job role and pass your assessments and can provide one to one support.

Starting with insights into your current potential they plan your growth in a programmatic way close skills gaps with immersive training and ensure what you learn is applicable to what you do.

On completion as well as the valuable work experience you have gained you get a nationally recognised qualification at SCQF Level 6.

If you are interested in starting your career and receiving a work based qualification at the same time APPLY NOW!

Please be advised that this advert may close prior to the closing date stated above if a high number of applications are received. If you are interested in this vacancy please apply below as soon as possible.

Required Experience

IC

Key Skills

• Marketing
• Public Relations
• Digital Account
• Google Webmaster Tools
• Pinterest
• Linkedln
• Account Management
• SEM
• CRM
• SEO
• Content Marketing
• Facebook
• Email Campaigns
• ROI
• Analytics

Employment Type

Trainee

Experience

years

Vacancy

1