Operational Support Services – Freshdesk Assistant

Aab; City of Edinburgh; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Hybrid working model

Private Medical Insurance

Annual leave (plus public holidays)

Job summary

AAB is seeking an Operational Support Services – Freshdesk Assistant in Edinburgh. The role covers document production, AML checks, front-of-house duties and diary management within a professional services firm.

You’ll work in a hybrid environment, supporting the Operational Support Team and contributing to process improvements while delivering high standards of accuracy and client service.

Qualifications

• Strong organisational and time-management skills with attention to detail.
• Excellent written and verbal communication skills.
• Advanced proficiency in Word, PowerPoint and Excel; Outlook/Teams desirable.

Responsibilities

• Produce high-quality documents (letters, reports, proposals, slides) using MS Office.
• Ensure document content is accurate and aligns with brand guidelines.
• Type-sign financial statements and issue via Docusign.
• Perform AML checks as part of onboarding.
• Front of House cover: greeting clients and refreshments.
• Ad hoc diary management and internal meeting coordination.
• Accurate transcription of audio dictation (occasional).
• Support team with ad hoc projects and data entry.

Skills

Organisational skills

Time management

Written communication

Verbal communication

MS Word

PowerPoint

Excel

Outlook

Interpersonal skills

Education

Office administration experience

Tools

Docusign

Microsoft Teams

Outlook

MS Office

Job description

Operational Support Services – Freshdesk Assistant

Application Deadline: 20 November 2026

Department: Operational Support Service

Employment Type: Permanent

Location: Edinburgh

Description

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

You’ll be given the tools, encouragement and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust and enthusiasm thrive. AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

ROLE PURPOSE

Key duties & responsibilities:

• High-quality document production including letters, reports, proposals, slide decks, file notes and mail merges using all MS Office packages
• Ensure document content is accurate, error free and align with our brand guidelines to meet quality standards
• Type-sign financial statements and issue for signing via Docusign
• Perform Anti-money Laundering Checks as part of our interim client onboarding process for acquired entities
• Front of House cover including dealing with incoming and outgoing mail, client welcoming and refreshments
• Ad hoc diary management and co-ordination of internal meetings
• Accurate and timely transcription of audio dictation to meet agreed deadlines (occasional)
• Assist other members of the Operational Support Team in ad hoc projects or new initiatives being rolled out along with any other duties requested to maximise efficiencies
• Assist with group and/or Business Unit with ad hoc administration and data entry as and when required

Experience & qualifications

Key Skills and Attributes

• Strong organisational and time management skills, with exceptional attention to detail and the ability to effectively prioritise and manage multiple tasks simultaneously.
• Excellent written and verbal communication skills
• Advanced proficiency in Microsoft Word, PowerPoint, and Excel is essential; working knowledge of Outlook and Microsoft Teams is desirable.
• Proven ability to work effectively under pressure, manage competing priorities, and consistently meet deadlines.
• High level of accuracy and attention to detail, ensuring work is completed to a consistently high standard.
• Strong interpersonal skills, with the ability to build positive working relationships and collaborate effectively with stakeholders at all levels.

Role Requirements

• Experience in an office environment administration/support role with document processing is essential
• An understanding of a professional services organisation is advantageous
• A proactive and positive attitude to problem solving and the ability to work independently as well as part of a team

WHAT AAB OFFER

We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.

Time Off & Family Support

• Annual leave (plus public holidays), with the option to buy or carry over leave
• Enhanced parental leave (maternity, paternity, adoption)
• Paid volunteering day to support causes that matter to you

Health & Wellbeing

• Private Medical Insurance (PMI) for you and the option to cover family members
• Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
• Death in Service benefit

Financial Security

• Competitive pension scheme
• Life assurance policies to support you and your family

Flexible & Agile Working

• Hybrid working model
• Agile working culture that supports flexible hours and smarter working
• Modern office spaces designed for collaboration, focus, and wellbeing