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Kickstart Your Career in Wealth Management - Join Our Dynamic Team in Edinburgh! Are you a motivated graduate looking to break into the world of wealth management? 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!
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
Helping with personal and business project management
Requirements:
Administrative experience
Tech-savvy with strong office software skills
Confident communicator, both written and verbal
Proactive team player with a client-first mindset
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
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