The Company
Our client is a respected boutique Wealth Management company that invests on behalf of private clients and focussing on their Wealth Planning/Financial Planning needs.
The Role
This is a fantastic opportunity for an experienced Team Assistant / PA to join our clients business who are an Wealth Management Firm based in Edinburgh.
The successful candidate will be supporting a Portfolio Management team in a range of PA and administrative and organisational tasks, while also working closely with the Client Services Managers, providing support on client related administration.
The Team Assistant / PA will manage incoming and outgoing calls, maintain the Wealth Management Team and individual calendars, while also supporting when required with any location arrangements, minutes and follow-up actions.
The Team Assistant / PA is expected to confidently deal with any Wealth Management client queries, letters, expenses and gift and entertainment, as well as organise and co-ordinate team and broker events, including lunches or any catering requirements that may need organising.
The Candidate
1-2 years experience of working in a PA / Team Assistant role, ideally within Financial Services however will also consider outside of Financial Services as long as the experience is within a professional o...