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Administrative Assistant

3 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

To apply, please send your CV and cover letter to edinburgh@office-angels.com. Due to the volume of applications, only shortlisted candidates will be contacted. We look forward to reviewing your application.

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