Supporting the Practice manager with the day to day running of the office.
General
They are looking for a kick-@ss person to join their team and be responsible for a range of administration duties that would include finance, operations, marketing and compliance.
An exciting new opportunity has arisen with a forward-thinking wealth management firm based in Edinburgh,
As part of our client's team, you will play a crucial role in ensuring an efficient service to customers, managing customer orders, and providing excellent customer service.
Our client is an innovative and ground-breaking social enterprise operating in the healthcare/retail industry.
This is an exciting opportunity to join our client's rapidly growing distribution sector as a Contracts & Partnership Assistant, based in Musselburgh.
The Investment Administrator will provide administrative support to a team of Investment Managers to help them succeed in delivering a bespoke investment management service to their High Net Worth clients.
This client centric role will involve regular communication with private client individuals, directors, trustees, internal and external financial advisers and their support teams, lawyers, accountants, third party product providers and various teams within the company so the role would be suited to someone with experience and confidence in communicating with a variety of people, both verbally and in writing.
RESPONSIBILITIES
Assist with the on-boarding process and facilitate the smooth opening of investment accounts for new and existing clients.