Administrative Assistant

Kickstart Your Career in Finance- Join Our Client's Dynamic Team in Edinburgh!

Are you a motivated graduate looking to break into the world of finance? 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
Hours: Monday-Friday, 8:30am-5pm

Why Join Us?

Be at the heart of a thriving wealth management practice
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 m...