Administrative Support Specialist
3 days ago
In a supportive and growing wealth management organisation based in Glasgow, we are seeking an experienced Administrative Support Specialist to join our team.
This role offers a fantastic opportunity to utilise your administrative skills and provide high-quality support to our wealth management team.
Key Responsibilities:
- Process new business applications and manage post-sale requests to completion.
- Undertake research and preparation of financial reports.
- Address client enquiries through various channels.
- Maintain accurate records and update databases regularly.
- Organise client review processes.
- Ensure compliance with all relevant regulations and internal procedures.
- Collaborate with team members to enhance client experience and service delivery.
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