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Administrative Assistant

2 weeks ago

Edinburgh, Edinburgh, United Kingdom Office Angels Full time
Kickstart Your Career in Wealth Management - Join Our Dynamic Team in Edinburgh

Are you a motivated graduate looking to break into the world of wealth management? This is your chance to be part of an innovative, fast-paced financial practice in Edinburgh City Centre We're looking for a proactive Administrative Assistant to support our client's team of expert Financial Advisers in delivering exceptional client experiences

  • Role: Administrative Assistant
  • Location: Edinburgh City Centre
  • Salary: £25,000 per annum
Why Join Us?
  • Be at the heart of a thriving wealth management practice
  • Enjoy a flexible, entrepreneurial work environment
  • Gain hands-on experience in financial services
  • Build strong client relationships and contribute creative ideas
  • Receive expert training and opportunities for career growth
What You'll Be Doing:
  • Processing business transactions with accuracy and efficiency
  • Managing emails and ensuring timely responses
  • Overseeing office supplies and purchases
  • Providing crucial support to fee earners and advisers
  • Keeping spreadsheets and databases up to date
  • Handling client queries via phone, email, and written communication
  • Assisting with investment and mortgage business processing
  • Preparing for client meetings with research and documentation
  • Welcoming clients into our Edinburgh office and making them feel at home
  • Scheduling appointments, managing diaries (no cold calling)
  • Helping with personal and business project management
Who We're Looking For:
  • 1-2 years of administrative experience (financial services preferred)
  • A tech-savvy individual with strong office software skills
  • A confident communicator, both written and verbal
  • A proactive team player with a client-first mindset
  • A self-motivated problem solver who thrives in a dynamic environment
What's in It for You?
  • Professional development and career progression opportunities
  • A creative, supportive, and collaborative work culture
  • Comprehensive training to sharpen your skills

If you're eager to launch your career in wealth management and work with a team that values innovation, client care, and personal growth-we want to hear from you

Apply now and take the first step towards an exciting future in financial services

This vacancy is being advertised on behalf of Office Angels who are operating as an employment agency. Office Angels are an equal opportunities employer.