Job Description
This is a fantastic opportunity for an ambitious administrator looking to progress within Private Banking/Wealth Management.
Client Advisor Assistant/Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office.
Key Accountabilities
* Assist Client Advisors with the management of Clients wealth
* Provide support for client meetings - preparation of meeting packs, attending meetings where required and taking ownership of post meeting actions e.g. payments
* Contact clients as requested by the Client Advisors, by telephone, letter or in person in order to ensure client's needs are met, including arrangement of meetings and annual reviews
* Answering client calls and queries professionally
* Prepare, check and client valuation records
* Print valuations and statements, request payments and record cash receipts/transfers
Knowledge and Experience
* Experience in UK Wealth Management industry or Financial Services
* Experience of supporting a number of advisors
Technical Skills
1. Computer literate with good knowledge of Microsoft systems (Word, Excel, Outlook, PowerPoint)
2. Capable of using Intelligent Office
3. Working towards a CISI or CFA level 4 qualification
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