Company:  CV-Library
Location: Edinburgh
Closing Date: 18/08/2024
Salary: £23,850 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / 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
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