Job Description:
Our client, a highly regarded wealth management firm, is seeking a proactive and detail-oriented Business Support Associate to join their Edinburgh office on a permanent basis. This opportunity is ideal for recent graduates or individuals with up to one year of administrative or office experience who are eager to develop their career within financial services.
Essential Skills/Experience:
Proactive and able to prompt - using initiative and anticipating requirements
A positive attitude, with the ability to adapt quickly to changing demands while maintaining an organised approach to tasks
System skills and agility; effective in all MS Office applications
Professional manner and appearance, with confidence to interact with clients and colleagues
Analytical with the ability to problem solve
Skilled oral and written communicator
Collaborative and a strong team player
Ability to stay driven and focused with good attention to detail
Hard working with a strong desire to learn about the business and the wider financial services sector
Core Responsibilities:
Working collaboratively in a dynamic team environment, supporting advisers across a broad spectrum of financial issues including investment, pensions and protection
Managing the client review process; driving and preparing agendas
Key client contact
Drafting client communications including some sustainability reports
Collating and presenting client information, liaising with colleagues, providing updates
Managing post meeting actions
First point of contact to meet and greet clients and external guests
Management of meeting room diaries, including liaising with Edinburgh based colleagues
Technical support and analysis
Organising the adviser diary
Provide cover in areas such as reception, mail and scanning
To provide holiday cover as the first point of contact to meet and greet clients and external guests, and preparation of client refreshments
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16271
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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