Operations Administrator

Operations Administrator

An exciting new opportunity has arisen with a forward-thinking wealth management firm based in Edinburgh,

They are looking for an awesome 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 a hawk-like 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