Job Description:

Our client, an independent wealth management firm, is seeking a Personal Assistant to join their Edinburgh team on a permanent basis.

Supporting two Partners and a Director in a wide range of administrative and organisational tasks to ensure the smooth running of the team and office.

Essential Skills/Experience:

• Three years' experience of working in a similar role within Financial Service.
• Strong MS Office IT Skills.
• Organised with attention to detail.
• Excellent verbal communication skills.
• Ability to pivot and cope with last minute change of plans.
• Good written communication skills.

Core Responsibilities:

• Meetings & Diary management: Manage and organisation of team calendars, scheduling appointment and organising meetings, ensuring appropriate facilities and refreshments. Also, support as required with location arrangement, agendas, minutes and follow-up actions.
• Administrative Support: Supporting the team in all administrative tasks, including managing incoming and outgoing correspondence, as well as creating, editing and formatting documents, reports and presentations.
• Use of internal CRM system: Tag and save documents and emails to internal CRM tool as well as logging of client prospects. Ability to navigate system with confidence.
• Reception & Communication: Provide Reception duties and act as the first point of contact for internal and external enquiries, and fielding queries as appropriate. Monitoring emails, escalating queries, and responding in a timely manner.
• Inbox management: Management of inboxes including responding, filing and ensuring that all client related emails are highlighted and dealt with appropriately.
• Expenses: monitoring of and timely submission of any expenses, including compliance with the Gifts and Entertainment Policy.
• Office supplies: Maintain office supplies and stationery, and ensuring the office is well organised and fully stocked. also responsible for managing office related costs and records, processing invoices to finance, whilst building and maintaining supplier relationships.
• Travel: Organisation and arrangement of team travel including hotel bookings, flights, trains, taxis, restaurant reservations. Preparation of detailed travel and meeting itineraries which may include biographies, website research and meeting notes where relevant.
• Events: Organise and co-ordinate team events, get-togethers, and lunches, ensuring that catering and all other requirements are in place.

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: 16004

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

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

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

INDPERM