Wealth Management Admin/Office Support Associate

Social network you want to login/join with: Wealth Management Admin/Office Support Associate, Edinburgh Client: IDEX Consulting Location: Edinburgh, United Kingdom Job Category: Other EU work permit required: Yes Job Reference: 4dba9885fbc4 Job Views: 3 Posted: 21.05.2025 Expiry Date: 05.07.2025 Job Description: Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role focusing on providing wealth management administrative support to the wider advisory team. This is an office-based role. The successful candidate will seek to understand the business model, the role of the financial adviser, and the systems used to support the business. Key Responsibilities Managing client reviews and preparing meeting packs Preparing client agreements and agendas Drafting client communications, including some suitability reports Managing post-meeting actions Delivering support efficiently, utilizing existing and new technology Office Management: Managing meeting room diaries Greeting clients and external guests, and preparing client refreshments Liaising with third-party IT support, building managers, and overseeing office supplies Support of Commercial Director: Diary management and inbox oversight Managing actions and preparing meeting agendas and papers Experience & Knowledge Proficiency in MS Office applications, platforms, and websites Understanding of financial services products, providers, and regulations #J-18808-Ljbffr