administrator in edinburgh

26 June 2018
elizabeth speirs, randstad cpe
job type
Dependent on Experience
apply now

edinburgh, scotland
financial services
sub specialism
Financial Office Support
job type
working hours
Dependent on Experience
reference number
elizabeth speirs, randstad cpe
apply now

job description

Administrator - Edinburgh

About the role:

This role will assist with the day to day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team. The ideal candidate will be someone who is computer savvy and happy to learn new systems.

Principal Activities:

(Not limited to)

* Communicating with Financial Advisers and clients
* Preparation and processing of all new client documentation and amendments
* Monitoring of transfers of assets/cash from other institutions
* ISA subscriptions and transfers
* Processing of payments clients
* Liaising with colleagues within Business Support regarding administration of client accounts.
* Ensuring client details and reviews are recorded correctly on systems
* General record keeping and electronic filing

Experience/Skills Required:

* Previous administration experience is essential - additional training will be provided.
* Intermediate knowledge of MS Word/Excel/Outlook preferred.
* Accuracy, numeracy, attention to detail
* Clear and concise communication skills - oral and written
* Ability to meet deadlines/work within restricted timescales
* Flexible and reliable team member
* Ability to work on own initiative to achieve required results
* Collaborative and inclusive approach to work

Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application.

Candidates must be eligible to live and work in the UK.

For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.