Trainee Client Service Assistant

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre.Initial Responsibilities: Making client AppointmentsDealing with mail, scanning all relevant documentationTyping up of the Client FactfindsEnsure client data is accurate and up to datePreparation of correspondence including general letters and emailsGeneral administrative duties such as photocopying and filing Requirements: Experience within Financial Services preferred, but not essentialExperienced using Microsoft Word, Excel, Outlook and Internet Explorer is essentialVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
#J-18808-Ljbffr