Your new company

This prestigious wealth management company based in Edinburgh requires a hands-on Team Administrator to join its global, dynamic business. Our client is committed to fostering an inclusive culture that values diversity, rewards high performance, and offers fulfilling career opportunities.

Your new role

As a Team Administrator, you’ll provide vital administrative support to external and internal stakeholders. You’ll be responsible for managing communications, coordinating meetings, processing client instructions, and maintaining accurate records. Your role will involve:

• Opening, scanning, and saving incoming posts
• Responding to client and introducer queries via phone and email
• Managing workflow queues and booking meetings
• Supporting client onboarding and transfer processes
• Handling internal transfers and payment instructions
• Updating client records and processing account amendments
• Preparing materials for meetings, including printing and binding reports

What you'll need to succeed

To be successful in this highly visible role, you will bring

• Previous experience within Financial Services
• Strong organisational and prioritisation skills
• Exceptional attention to detail
• A proactive, problem-solving mindset
• Clear and confident communication abilities
• Willingness to ask questions and seek clarity
• Ability to engage with diverse stakeholders
• Ownership of tasks and a passion for delivering results
• A collaborative spirit and strong work ethic

What you'll get in return

In return for your dedication and hard work, you'll be rewarded with:

• Competitive salary and comprehensive benefits package
• Supportive environment for personal development and training
• Hybrid working

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.