Financial Services Administrator
3 weeks ago
Financial Services Administrator
Attractive Compensation Package
Full-Time Role
Location: Edinburgh
Meraki Talent Ltd is collaborating with a reputable financial advisory firm based in Edinburgh. They are in search of a dedicated and proactive Administrator who possesses prior experience in a financial advisory environment or has a keen interest in the financial services sector. In this pivotal role, you will be essential in assisting Advisors and the broader organization, ensuring seamless operational processes.
Key Responsibilities:
- Support the financial advisors in nurturing client relationships, which includes managing new business submissions, collecting necessary documentation, and ensuring precise client records are maintained.
- Organize and arrange client appointments, manage scheduling, and oversee the advisors' calendars.
- Compile client review materials, reports, and presentations to guarantee that accurate and timely information is prepared for client discussions.
- Conduct research and gather insights on investment options, service providers, and regulatory frameworks to aid the advisors' decision-making.
- Engage with external service providers, such as fund managers and insurers, to facilitate transactions and address any inquiries or challenges.
- Execute client investment operations, including the buying and selling of investment products, processing withdrawals, and overseeing regular investment contributions.
Candidate Profile:
- Demonstrated experience in a comparable administrative position within the financial services industry.
- Outstanding organizational abilities with a talent for managing various tasks and prioritizing effectively.
- Meticulous attention to detail and precision in data management and documentation.
- Proficient in computer applications, including the Microsoft Office Suite and customer relationship management software.
- Excellent communication and interpersonal skills, with the capability to establish strong relationships with clients and team members.
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