Operations Administrator
Operations Administrator
An exciting new opportunity has arisen with a forward-thinking wealth management firm based in Edinburgh,
They are looking for a kick-@ss person to join their team and be responsible for a range of administration duties that would include finance, operations, marketing and compliance.
Responsibilities include:
- Supporting the Practice manager with the day to day running of the office
- Provide general administration support as required (Scanning, photocopying etc)
- Assist with any requests from Clients and Financial Planners
- Produce and record client and firm correspondence relating to clients
- Update and maintain all client database systems with current client KYC and policy information
- Liaise with clients via the telephone, email and face to face
This is the role for you if:
- You LOVE admin, doing things right first time, delighting clients, taking responsibility for delivering outstanding results
- You’re organised. You have an eye for detail and passion for process.
- You have excellent written and verbal communication skills. We REALLY mean this.
- You have basic working of Excel and other Microsoft applications
- You want the opportunity to grow in a small firm and make a big impact
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Required skills
- Admin
- Communication Skills
- Data Entry
- excel
Reference: 52804840
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'