Your new company
This prestigious wealth management company based in Edinburgh requires a hands-on Team Administrator to join its global, dynamic business. Our client is committed to fostering an inclusive culture that values diversity, rewards high performance, and offers fulfilling career opportunities.
Your new role
As a Team Administrator, you'll provide vital administrative support to external and internal stakeholders. You'll be responsible for managing communications, coordinating meetings, processing client instructions, and maintaining accurate records. Your role will involve:
Opening, scanning, and saving incoming posts
Responding to client and introducer queries via phone and email
Managing workflow queues and booking meetings
Supporting client onboarding and transfer processes
Handling internal transfers and payment instructions
Updating client records and processing account amendments
Preparing materials for meetings, including printing and binding reports
What you'll need to succeed
To be successful in this highly visible role, you will bring
Previous experience within Financial Services
Strong organisational and prioritisation skills
Exceptional attention to detail
A proactive, problem-solving mindset
Clear and confident communication abilities
Willingness to ask questions and seek clarity
Ability to engage with diverse stakeholders
Ownership of tasks and a passion for delivering results
A collaborative spirit and strong work ethic
What you'll get in return
In return for your dedication and hard work, you'll be rewarded with:
Competitive salary and comprehensive benefits package
Supportive environment for personal development and training
Hybrid working
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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