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!
* Role: Administrative Assistant
* Location: Edinburgh City Centre
* Salary: 25,000 per annum
Why Join Us?
* Be at the heart of a thriving wealth management practice
* Enjoy a flexible, entrepreneurial work environment
* 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:
* 1-2 years of administrative experience (financial services preferred)
* 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
If you're eager to launch your career in wealth management and work with a team that values innovation, client care, and personal growth - we want to hear from you!
Apply now and take the first step towards an exciting future in financial services!
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