Details:
- Salary: £23,850 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Edinburgh City of Edinburgh
- Date: 2 weeks ago
Description:
On behalf of an established Wealth Management Partnership (FTSE 100 company) based in Edinburgh we are recruiting for an experienced Administrator.
* Provide full administration support to the Director and Practice Team.
* Typing, sorting post, answering incoming telephone calls and taking messages as and when appropriate.
* Making telephone calls to providers and clients.
* Arrange or re-arrange client appointments.
* Filing and ensuring future contact dates are made, recorded and kept.
* Act as a point of contact for all Compliance, Head Office and Administrative matters
* Ensure that all case administration is completed including collation of paperwork
* Chase pipeline business from various providers.
* General office duties - photocopying, block mailing, emailing and constructing and issuing bespoke letters and literature.
* Perform administration duties associated with Seminars, Meetings and Exhibitions.
* Reception work - greet clients and make refreshments
* Stationery – keep a suitable supply of regularly used items such as application forms, key features and brochures within the office
* Support the Director with producing illustrations and mailshots
* Ensure all files and systems are backed up and virus protection is up to date
* Successful record in Financial Services industry an advantage
* Strong Microsoft Office skills – Word, Excel, Outlook, PowerPoint
* Excellent attention to detail, with strong organisational skills
* Good communication - face to face, email and telephone
* Strong team player who uses own initiative
* Personable and hardworking