Administrative Assistant

**Company description**

Port Brae Wealth Management Ltd is a Senior Partner Practice of the St. James's Place Partnership and a proud provider of financial advice in the Scottish Borders, Edinburgh and North Northumberland. We specialise in providing high quality financial planning in a number of wealth management areas - including pensions, investments and inheritance tax planning.

The Port Brae Wealth Management team is spread across three offices, situated in Berwick-upon-Tweed, Peebles and Hawick, but all work close together to ensure that excellent client service is at the heart of everything we do.

**Job description**

**The Role**

We are looking for someone to join our existing admin team who work hard to deliver a high level of servicing to our clients. The role will involve assisting our admin team members with general client servicing tasks - including, but not limited to:

- Preparing financial review documents
- Submitting withdrawal requests/actioning contribution changes
- Maintaining client records
- Maintaining directors’ diaries
- Liaising with clients in resolving client enquiries
- Assisting clients in-person within the Hawick office

**Required Experience**

The role will involve working with a number of inter-connecting software programs; therefore, a high level of IT literacy is required - in addition to proficiency with Microsoft Outlook, Excel and Word.

Although full training will be provided, previous administration experience within a professional setting is desirable.

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

**Salary**: £20,000.00 per year

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Hawick, TD9 0HL: reliably commute or plan to relocate before starting work (preferred)

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

**Salary**: £20,000.00 per year

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- HAWICK: reliably commute or plan to relocate before starting work (required)

Work Location: One location