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Wealth Management Admin/Office Support Associate, Edinburgh
Client: IDEX Consulting
Location: Edinburgh, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: 4dba9885fbc4
Job Views: 6
Posted: 03.03.2025
Expiry Date: 17.04.2025
Job Description:
Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team.
This is an office-based role, and the successful candidate will seek to gain an understanding of the business model, the role of the financial adviser and the systems used to support the business.
Key Responsibilities
1. Managing client reviews/Preparing Meeting Packs
2. Preparing of Client Agreements and Agendas
3. Drafting Client communications including some Suitability Reports
4. Managing post meeting actions
5. Delivering support in a profitable manner, making use of existing and new technology
Office Management:
1. Management of meeting room diaries
2. Meeting/greeting clients and external guests, and preparation of client refreshments
3. Liaise with third party IT support, Building Managers, oversight of office supplies etc
Support of Commercial Director:
1. Diary management and oversight of inbox
2. Managing actions, preparation of meeting agendas and papers
Experience & Knowledge
1. Efficient in all MS Office applications, platforms and websites
2. Understanding and knowledge of financial services products, providers and regulation
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