Operations Administrator
An exciting new opportunity has arisen with a forward-thinking wealth management firm based in Edinburgh,
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.
Responsibilities include:
- Supporting the Practice manager with the day to day running of the office
- Provide general administration support as required (Scanning, photocopying etc)
- Assist with any requests from Clients and Financial Planners
- Produce and record client and firm correspondence relating to clients
- Update and maintain all client database systems with current client KYC and policy information
- Liaise with clients via the telephone, email and face to face
This is the role for you if:
- You LOVE admin, doing things right first time, delighting clients, taking responsibility for delivering outstanding results
- You're organised. You have an eye for detail and passion for process.
- You have excellent written and verbal communication skills. We REALLY mean this.
- You have basic working of Excel and other Microsoft applications
- You want the opportunity to grow in a small firm and make a big impact
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.