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- Tasks: Support Financial Advisers and manage client interactions in a dynamic office environment.
- Company: Join a thriving wealth management practice in the heart of Edinburgh.
- Benefits: Enjoy flexible work, professional development, and a collaborative culture.
- Why this job: Kickstart your career with hands-on experience and opportunities for growth in financial services.
- Qualifications: 1-2 years of admin experience preferred; tech-savvy and strong communication skills required.
- Other info: No cold calling involved; apply now to shape your future in finance!
The predicted salary is between 20000 - 30000 £ per year.
Kickstart Your Career in Wealth Management - Join Our Dynamic Team in Edinburgh! Are you a motivated graduate looking to break into the world of wealth management? This is your chance to be part of an innovative, fast-paced financial practice in Edinburgh City Centre!
We're looking for a proactive Administrative Assistant to support our client's team of expert Financial Advisers in delivering exceptional client experiences!
Location: Edinburgh City Centre
Salary: 25,000 per annum
Why Join Us?
- Be at the heart of a thriving wealth management practice
- Enjoy a flexible, entrepreneurial work environment
- Gain hands-on experience in financial services
- Build strong client relationships and contribute creative ideas
- Receive expert training and opportunities for career growth
What You'll Be Doing:
- Processing business transactions with accuracy and efficiency
- Managing emails and ensuring timely responses
- Overseeing office supplies and purchases
- Providing crucial support to fee earners and advisers
- Keeping spreadsheets and databases up to date
- Handling client queries via phone, email, and written communication
- Assisting with investment and mortgage business processing
- Preparing for client meetings with research and documentation
- Welcoming clients into our Edinburgh office and making them feel at home
- Scheduling appointments, managing diaries (no cold calling!)
- Helping with personal and business project management
Who We're Looking For:
- 1-2 years of administrative experience (financial services preferred)
- A tech-savvy individual with strong office software skills
- A confident communicator, both written and verbal
- A proactive team player with a client-first mindset
- A self-motivated problem solver who thrives in a dynamic environment
What's in It for You?
- Professional development and career progression opportunities
- A creative, supportive, and collaborative work culture
- Comprehensive training to sharpen your skills
If you're eager to launch your career in wealth management and work with a team that values innovation, client care, and personal growth - we want to hear from you! Apply now and take the first step towards an exciting future in financial services!
Administrative Assistant employer: Office Angels Limited
Contact Detail:
Office Angels Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrative Assistant
✨Tip Number 1
Familiarise yourself with the wealth management industry. Research current trends, key players, and common practices to demonstrate your knowledge during interviews. This will show your genuine interest in the field and help you stand out.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums related to wealth management. Building connections can provide valuable insights and potentially lead to referrals for the Administrative Assistant role.
✨Tip Number 3
Prepare to discuss your organisational skills and how you've managed multiple tasks in previous roles. Use specific examples that highlight your ability to handle administrative duties efficiently, as this is crucial for the position.
✨Tip Number 4
Showcase your tech-savviness by being familiar with office software commonly used in financial services. If possible, mention any specific tools or platforms you’ve used that relate to managing client information or processing transactions.
We think you need these skills to ace Administrative Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience, especially in financial services. Emphasise skills like communication, organisation, and tech-savviness that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for wealth management and explains why you're a great fit for the role. Mention specific experiences that demonstrate your proactive approach and client-first mindset.
Highlight Relevant Skills: In both your CV and cover letter, focus on skills mentioned in the job description, such as managing emails, processing transactions, and maintaining databases. Use examples to illustrate how you've successfully used these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an Administrative Assistant role.
How to prepare for a job interview at Office Angels Limited
✨Showcase Your Administrative Skills
Make sure to highlight your previous administrative experience, especially if it's in financial services. Be prepared to discuss specific tasks you've handled, such as managing emails or overseeing office supplies, to demonstrate your capability.
✨Demonstrate Tech Savviness
Since the role requires strong office software skills, be ready to talk about the tools and software you are familiar with. Mention any specific programmes you've used and how they helped you in your previous roles.
✨Communicate Confidently
As a confident communicator, practice articulating your thoughts clearly and concisely. Prepare for common interview questions and think of examples that showcase your written and verbal communication skills.
✨Emphasise Your Client-First Mindset
The role involves building strong client relationships, so be sure to express your commitment to client care. Share experiences where you went above and beyond to assist clients or solve their problems.
