Administrative Support Specialist

3 days ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time
Administrative Support Specialist

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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