Administrator in Edinburgh - CV-Library

On behalf of an established Wealth Management Partnership (FTSE 100 company) based in Edinburgh we are recruiting for an experienced Administrator.

* Provide full administration support to the Director and Practice Team.

* Typing, sorting post, answering incoming telephone calls and taking messages as and when appropriate.

* Making telephone calls to providers and clients.

* Arrange or re-arrange client appointments.

* Filing and ensuring future contact dates are made, recorded and kept.

* Act as a point of contact for all Compliance, Head Office and Administrative matters

* Ensure that all case administration is completed including collation of paperwork

* Chase pipeline business from various providers.

* General office duties - photocopying, block mailing, emailing and constructing and issuing bespoke letters and literature.

* Perform administration duties associated with Seminars, Meetings and Exhibitions.

* Reception work - greet clients and make refreshments

* Stationery – keep a suitable supply of regularly used items such as application forms, key features and brochures within the office

* Support the Director with producing illustrations and mailshots

* Ensure all files and systems are backed up and virus protection is up to date

* Successful record in Financial Services industry an advantage

* Strong Microsoft Office skills – Word, Excel, Outlook, PowerPoint

* Excellent attention to detail, with strong organisational skills

* Good communication - face to face, email and telephone

* Strong team player who uses own initiative

* Personable and hardworking