Client Reporting Administrator

**Join JTC where your contribution will be valued.**: **Purpose of job**: The role reports into the Assistant Manager within the Department and based within Edinburgh. The assistant administrator is responsible in the delivery of effective and efficient trust administration services. These services are to members and clients of International Employee...

Job Advert Turcan Connell is seeking Client Information Administrator to join our Risk & Compliance team in our Edinburgh office. The position is on a full-time permanent basis, core hours are Monday to Friday, 9am to 5pm, 33.75 hours per week. Initially full-time office based, however, in the long term the Firm supports a hybrid working approach through...

We have a brilliant opportunity available for a Legal Administrator to join our client and work within their busy Private Client Department located in Edinburgh City Centre. You will provide full administrative support to the department whilst working in a proactive and efficient manner. **Your main responsibilities will include**: - To efficiently...

**About Us** Founded in 2007, Edinburgh Executive Travel is one of Scotland’s premier chauffeur drive and touring companies. Our fleet of luxury vehicles is at the forefront of our industry, as is reflected in our constantly developing logistics and management system, ensuring that each and every client receives a first-class service. **Job Title**:...

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfinds Ensure client data is accurate and up to date on the...

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre.Initial Responsibilities:Making client AppointmentsOpening and franking mail, scanning all relevant documentation to client file and updating back office systemTyping up of the Client FactfindsEnsure client data is accurate and up to date on the back office...

Senior Administrator - Employer Solutions - Administration & Reporting The role is based in the local jurisdiction. The role holder reportsinto the Assistant Manager within the department who is based in Jersey.  PURPOSE OF JOB The role holder will be responsible for the efficient andtimely processing of: Member switch execution (core range and non-core...

Meraki Talent are currently looking to recruit an experienced Private Client Assistant/Administrator within a leading investment management business. This specific role will suit an individual who is eager to progress within the financial services spacewhilst forming strong relationships with clients and working alongside key business stakeholders. Key...

Job DescriptionWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excellent...

Job DescriptionWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excellent...

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth...

AML & Client Due Diligence Administrator Eden Scott's client a leading financial institution committed to maintaining the highest standards of integrity and compliance is seeking AML & Client Due Diligence Administrator . As an AML & Client Due Diligence Administrator you will play a key role in our compliance function, responsible for conducting...

Our client based in South East Scotland is recruiting an administrator to join their friendly Client Support Team servicing corporate and private clients. One of the top rated teams in the region providing all-round holistic planning including investment planning, trust work, inheritance tax planning and retirement options. In this role you will be...

**EB Recruitment is delighted to bring to the market an exciting opportunity for an experienced Legal Administrator/Secretary to join this firms busy Private Client department. This is a new position created due to growth within the team.** **Based within the firm’s Edinburgh office and supporting a number of fee earners alongside a team of secretaries,...

**About The Role**: **Purpose** ‘Getting your foot in the door’ at a Financial Services / Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your career! Would you be interested in developing your skills working...

**About The Role**: **Purpose** ‘Getting your foot in the door’ at a Financial Services / Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your career! Would you be interested in developing your skills working...

Gillespie Macandrew has an excellent opportunity for an experienced Trust Manager to join our established Private Client team. The successful candidate will carry out and manage trust and charity administration in order to support the caseload of the Private Client Team in a competent and efficient manner. Duties & Responsibilities: Some of the key duties...

Our client is looking for a Administrator **Client Details** A leading organisation **Description** - Complete and process all orders accurately as directed by Sales Manager, in line with sales orders, demonstrations or showroom stock requirements - Monitor stock availability and transit to dealership - Collate and record all new stock delivery...

**Key details**: **Location**:Edinburgh **Department**:Lettings **Reports to**:Client Services Manager **Hours of Work**:Tuesday - Thursday (approx. 19 hours) **About the role**: The main aim of the Edinburgh Lettings Team is to ensure an exceptional customer experience is provided to all our potential and actual customers. You will work closely with...