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Practice Support Specialist/administrator

4 months ago

Dundee, United Kingdom RS Robertson Financial Planning Full time

Due to expansion, RS Robertson have this exciting opportunity for a Practice Support Specialist to join our team. Currently within our office located in Cupar with a potential expansion into Dundee and the offer of hybrid working in the future, allowing for flexibility.
- Previous experience in an office support role, ideally in financial services or related sector
- Knowledge of financial services regulations and legislation
- Experience of using client management systems
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint,)
- Advanced knowledge of Excel and experience of using Salesforce
- Excellent client interaction skills face-to-face and by telephone
- Excellent written communication skills
- Excellent organisation skills
- Attention to detail
- Ability to manage time effectively and multi-task
- Ability to remain calm when faced with conflicting demands and handle these effectively
- Ability to think outside the box to support the team
- Ability to maintain a positive ‘can do’ working style
- Problem solving and analytical thinking
- Ability to prioritise financial tasks
- Ability to work independently when required
- Ability to work flexibly as part of the larger Practice Support Team

**Job Types**: Full-time, Permanent

**Salary**: Up to £24,000.00 per year

**Benefits**:

- Private medical insurance

Schedule:

- Monday to Friday

Work Location: One location