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Administrative Assistant for Wealth Management Team
2 months ago
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 highly organized and detail-oriented, with a strong ability to work independently and as part of a team.
Key Responsibilities:
- Provide administrative support to a team of Financial Advisers, including generating valuations, processing income and investments, managing diaries, and arranging client meetings.
- Maintain and update client records using various systems, including Intelligent Office (IO).
- Prepare client reports and information packs.
- Provide general administrative support, including filing, printing, and responding to client queries.
Requirements:
- 3-5 years of administration experience within an IFA or wealth management environment.
- A solid understanding of the financial and/or wealth management industry.
- Proven experience working in a busy team environment, with the ability to work independently when required.
- Track record of meeting tight deadlines and processing information quickly and accurately.
- Experience with Intelligent Office (IO) is preferred but not essential.
Skills:
- Strong numeracy skills with the ability to process figures accurately.
- Excellent English spelling and grammar.
- High attention to detail and accuracy in all tasks.
- Exceptional organizational skills.
- Proficiency in IT, particularly Windows 10, MS Outlook, MS Word, MS Excel, and IO.
Company Culture:
Eden Scott offers a supportive environment where your contributions will be valued, and your development encouraged. We are a dedicated and professional team that is passionate about delivering exceptional results.
