Administrator
Posted 3 days ago by Time Recruitment
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
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Job Reference:
- CT/Admin
- Job ID:
- 221971506
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