- Making client Appointments
- Dealing with mail, scanning all relevant documentation
- Typing up of the Client Factfinds
- Ensure client data is accurate and up to date
- Preparation of correspondence including general letters and emails
- General administrative duties such as photocopying and filing
- Experience within Financial Services preferred, but not essential
- Experienced using Microsoft Word, Excel, Outlook and Internet Explorer is essential
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Trainee Client Service Assistant - Edinburgh, United Kingdom - Idex
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Description
A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre.
Initial Responsibilities:
Requirements:
Visit 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.