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Administrative Assistant

2 months ago

Central Inverclyde, United Kingdom Eden Scott Full time

**Job Summary**

Eden Scott's client is seeking an experienced Financial Advisor Administrator professional with a background in Financial Advisory or Wealth Management. The ideal candidate will be a highly organized and detail-oriented individual who can provide crucial administrative support to a team of Financial Advisers.

**Key Responsibilities:**

  • Generate valuations and process income and investments
  • Manage diaries and arrange client meetings
  • Handle various general administrative tasks, including filing, printing, and responding to client queries
  • Maintain and update client records using various systems, including Intelligent Office (IO)

**Requirements:**

  • A solid understanding of the financial and/or wealth management industry
  • Experience with Intelligent Office (IO) is preferred but not essential
  • Excellent English spelling and grammar
  • Proficiency in IT, particularly Windows 10, MS Outlook, MS Word, MS Excel, and IO
  • Friendly, flexible, reliable, and honest

**About the Role:**

This is an excellent opportunity to further your career in the financial services industry, working with a dedicated and professional team. The successful candidate will be based in Scotland and will be required to travel to Edinburgh.