Team Administrator

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

• 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

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