Administrative Assistant

TN United Kingdom; City of Edinburgh; On-site; GBP 25,000; Full time

Job summary

An innovative financial practice in Edinburgh is seeking a motivated Administrative Assistant to support expert Financial Advisers. This is an exciting opportunity to launch your career in wealth management within a dynamic and collaborative environment. You will play a crucial role in processing transactions, managing communications, and ensuring client satisfaction. With a focus on professional development and hands-on experience, this role offers a pathway to growth in the financial services industry. Join a team that values creativity, client care, and personal growth, and take the first step towards an exciting future in wealth management.

Benefits

Professional development opportunities

Collaborative work culture

Comprehensive training

Qualifications

• 1-2 years of administrative experience, preferably in financial services.
• Strong office software skills and a tech-savvy individual.

Responsibilities

• Processing business transactions accurately and efficiently.
• Managing emails and overseeing office supplies and purchases.
• Providing support to fee earners and advisers.

Skills

Administrative Experience

Office Software Skills

Communication Skills

Client Management

Problem Solving

Education

Graduate Degree

Job description

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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!