Wealth Management-Jobs in United States

Eden Scott's Client is seeking an experienced Financial Advisor Administrator professional with a background in Financial Advisory or Wealth Management. Our client is seeking a highly organised and detail-oriented individual to join their small team of Financial Advisers based in the vibrant West End of Edinburgh.

About the Role:

As part of our clients close-knit team, you will provide crucial administrative support to our Financial Advisers. Your role will involve generating valuations, processing income and investments, managing diaries, arranging client meetings, and handling various general administrative tasks. Your ability to work both independently and as part of a team will be key to your success in this role.

Key Responsibilities:

1. Assist a team of Financial Advisers with administrative tasks.
2. Manage diaries, schedule meetings, and set up client appointments.
3. Generate valuations, process income, investments, and transfers.
4. Maintain and update client records using various systems, including Intelligent Office (IO).
5. Prepare client reports and information packs.
6. Provide general administrative support, including filing, printing, and responding to client queries.

Experience and Knowledge:

1. 3-5 years of administration experience within an IFA or wealth management environment.
2. A solid understanding of the financial and/or wealth management industry.
3. Proven experience working in a busy team environment, with the ability to work independently when required.
4. Track record of meeting tight deadlines and processing information quickly and accurately.
5. Experience with Intelligent Office (IO) is preferred but not essential.

Skills:

1. Strong numeracy skills with the ability to process figures accurately.
2. Excellent English spelling and grammar.
3. High attention to detail and accuracy in all tasks.
4. Exceptional organisational skills.
5. Proficiency in IT, particularly Windows 10, MS Outlook, MS Word, MS Excel, and IO.
6. Friendly, flexible, reliable, and honest.

This is an excellent opportunity to further your career in the financial services industry, working with a dedicated and professional team. We offer a supportive environment where your contributions will be valued, and your development encouraged.

Please only apply if you are based in Scotland and can travel to Edinburgh; this role does not allow for sponsorship.

If you are interested in this role, please contact Karen Kerr or email karen.kerr@edenscott.com or call Karen on 0131 5501129.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call us on 0131 550 1100 or drop off a CV at financialservices@edenscott.com, and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.