SALARY: 28-32K
The Company
Our client is a respected boutique Wealth Management company that invests on behalf of private clients and focuses 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, a Wealth Management Firm based in Edinburgh.
The successful candidate will support a Portfolio Management team in a range of PA, administrative, and organizational 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, and support location arrangements, minutes, and follow-up actions when required.
The Team Assistant / PA is expected to confidently deal with any Wealth Management client queries, letters, expenses, and gifts and entertainment, as well as organize and coordinate team and broker events, including lunches or any catering requirements that may need organizing.
The Candidate
1. 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 office environment.
2. Excellent verbal communication skills.
3. Good written communication skills.
4. Strong MS Office IT Skills.
5. Organized with attention to detail.
6. Discretion and confidentiality.
7. Ability to pivot and cope with last minute changes of plans.
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