Administration Assistant - Aberdeen, United Kingdom - William Wilson Wealth Management LTD

Description

Overview:

Duties:

Support the day-to-day business operations within the Practice.

• Provide administration support to the Partner/Advisers and Operations Director/Practice Manager as required.
• Liaise with Clients and Third Parties in relation to the Partner's Practice.

Business Processing

• Prepare portfolio valuations as requested.
• Support the Partner/Advisers to ensure the endtoend business process is adhered to and tracked efficiently in line with Partner and regulatory standards.
• Maintain accurate and uptodate client information.
• Liaise with Head Office and admin centres as required.

Practice Development

• Support the Partner/Advisers with and contribute to all relevant projects.
• Support the Partner/Advisers in gaining new prospects and clients.
• Support the Practice Principal achieve Practice goals and objectives.

This is a paid position offering competitive compensation.

If you meet the qualifications and are looking to contribute your skills in a dynamic office environment, we encourage you to apply.

Pay:
£18,000.00-£22,500.00 per year


Benefits:

• Company pension

Schedule:

• Monday to Friday
• No weekends

Education:

• A-Level or equivalent (required)

Experience:

• Customer service: 1 year (required)
• Administrative experience: 1 year (required)

Language:

• English (required)

Licence/Certification:

• Driving Licence (preferred)

Work Location:
In person

Application deadline: 20/06/2024


Reference ID:
WWM83

Expected start date: 20/06/2024