Operations Administrator

4 weeks ago

Edinburgh, United Kingdom Gilson Gray Full time

**Operations Administrator**

**Overall Objective**

To provide administrative operational support to Gilson Gray Financial Management. Gilson Gray Is a full service law Firm as well as a Financial Management business and a property lettings agent. The wider Firm Is headquartered In Edinburgh and has offices In Aberdeen, Dundee, North Berwick, Edinburgh, Glasgow and Lincoln providing our varying services.

Due to the continuous expansion of Gilson Gray Financial Management the firm is now looking to add an Operations Administrator to their energetic, committed and passionate team. The role Is to be based In Edinburgh preferably or North Berwick. This Is a great opportunity for someone who Is looking to take their career to the next level, to support Gilson Gray Financial Management's Managing Director as well as a team that is growing and thriving.

**Required Knowledge and Experience**
- 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

**Skills Required**:

- Excellent internal 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
- Strong mathematical skills
- Self-motivated and confident with a strong work ethic
- Ability to work independently when required
- Ability to work flexibly as part of a team
- Great team working abilities and good at building relationships built on trust
- Resilient and self-aware

**Tasks**
- Pull and review monthly FCA Reports
- Track monthly Advisor invoicing and follow up with Advisors
- Prepare the weekly GGFM Sales report
- Arrange the GGFM operations Board meetings, follow up on the attendance of all stakeholders and potential needs for the meeting
- Create Management Information (MI) packs ahead of the meeting
- Ensure to take minutes of the meeting and follow up on any actions points that come from the meeting
- Ensure new starts are welcomed accordingly to GGFM and they are all familiarised with relevant Saint James’s Place (SJP) Wealth Management platforms
- Support Advisors with their branded stationary needs
- Directly support the GGFM Managing Director with administrative tasks

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

**Benefits**:

- Additional leave
- Company events
- Company pension
- Financial planning services
- Health & wellbeing programme
- Referral programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: In person

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