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Kickstart Your Career in Finance - Join Our Client's Dynamic Team in Edinburgh! Are you a motivated candidate looking to break into the world of finance? This is your chance to be part of an innovative, fast-paced financial practice in Edinburgh City Centre! We're looking for a proactive Administrative Assistant to support our client's team of expert Financial Advisers in delivering exceptional client experiences! Role: Administrative Assistant Location: Edinburgh City Centre Salary: £26,000 per annum Hours: Monday - Friday, 8:30am - 5pm Why Join? - Be at the heart of a thriving wealth management practice - Gain hands-on experience in financial services - Build strong client relationships and contribute creative ideas - Receive expert training and opportunities for career growth What You'll Be Doing: - Processing business transactions with accuracy and efficiency - Managing emails and ensuring timely responses - Overseeing office supplies and purchases - Providing crucial support to fee earners and advisers - Keeping spreadsheets and databases up to date - Handling client queries via phone, email, and written communication - Assisting with investment and mortgage business processing - Preparing for client meetings with research and documentation - Welcoming clients into our Edinburgh office and making them feel at home - Scheduling appointments, managing diaries (no cold calling!) - Helping with personal and business project management Who We're Looking For: - Administrative experience - A tech-savvy individual with strong office software skills - A confident communicator, both written and verbal - A proactive team player with a client-first mindset - A self-motivated problem solver who thrives in a dynamic environment What's in It for You? - Professional development and career progression opportunities - A creative, supportive, and collaborative work culture - Comprehensive training to sharpen your skills
Job Responsibility
Processing business transactions with accuracy and efficiency
Managing emails and ensuring timely responses
Overseeing office supplies and purchases
Providing crucial support to fee earners and advisers
Keeping spreadsheets and databases up to date
Handling client queries via phone, email, and written communication
Assisting with investment and mortgage business processing
Preparing for client meetings with research and documentation
Welcoming clients into our Edinburgh office and making them feel at home
Scheduling appointments, managing diaries (no cold calling!)
Helping with personal and business project management
Requirements
Administrative experience
A tech-savvy individual with strong office software skills
A confident communicator, both written and verbal
A proactive team player with a client-first mindset
A self-motivated problem solver who thrives in a dynamic environment
What we offer
Professional development and career progression opportunities
A creative, supportive, and collaborative work culture