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    Administrator - Edinburgh, United Kingdom - Time Recruitment

    Time Recruitment
    Time Recruitment Edinburgh, United Kingdom

    6 days ago

    Default job background
    Full time
    Description

    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
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