Job Description:

We have an excellent opportunity for a Client Team Assistant to join a reputable financial investment firm in Edinburgh. In this role, you will provide essential support primarily to the Client Advisers and wider office.

Skills/Experience:

• Exceptional organisational skills with the ability to manage deadlines and prioritise effectively.
• Good attention to detail and not afraid to problem solve.
• Excellent verbal and written communication skills.
• Comprehensive understanding of Microsoft Office Suite.
• High level of attention to detail and accuracy.
• Proactive, with the ability to anticipate needs and take initiative.
• Collaborative team player.
• An understanding of financial services products and language is beneficial but not essential.

Core Responsibilities:

• Manage Client Adviser diaries and travel, ensuring all meetings and reviews are efficiently scheduled.
• Update CRM records and internal systems, maintaining accuracy and compliance.
• Assist with arranging meetings and opening new accounts for high-net-worth clients/general client onboarding and client administration.
• Assist with correspondence between the firm and external partners.
• Work closely with the Associate Advisers and assist with distributions of paperwork to clients and accountants/lawyers etc.
• Assisting with events.
• Support directors with general administration.
• For the infrequent client visits that we receive, meet and greet as well as prepare the meeting rooms and tidy after.
• Help with general office organisation including the kitchen area.
• Meet and greet of clients including meeting room prep and tidy.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15952

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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