Job Description

Welsh & Taylor Wealth are seeking a skilled and proactive administrator to join our successful wealth management company in Aberdeen! As our ideal candidate, you will have a strong background in administration and financial services, with exceptional attention to detail and a drive to succeed.

To thrive in this fast-paced environment, you must be a motivated self-starter with excellent prioritisation skills and the ability to work well under pressure. As a key member of our team, you will play a vital part in ensuring that our business runs smoothly and efficiently, providing our clients with the exceptional service they expect and deserve.

In this exciting and varied role, you will be responsible for managing a range of administrative duties, including:

• Dealing with incoming and outgoing mail
• Keeping our CRM system up to date
• Producing accurate documentation in accordance with regulatory standards
• Preparing meeting packs and presentations
• Processing client requests
• Working with third parties to ensure cases are processed efficiently
• Using your initiative to deal with matters in a timely and effective manner.

Appropriate training will be provided, but experience in using Microsoft Office including Outlook, Word, Excel and PowerPoint is required. Strong organisation skills and follow through are a must in this diverse role which will keep the successful candidate challenged and busy.

If you're looking for an exciting new challenge and want to be a part of a dynamic, growing company, we want to hear from you!

Job Types: Full-time, Permanent

Salary: From £24,000.00 per year

Benefits:

• Canteen
• Company pension
• Free parking
• On-site parking
• Private dental insurance
• Private medical insurance
• Referral programme

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme

Work authorisation:

• United Kingdom (required)

Work Location: One location

Application deadline: 19/05/2023
Reference ID: WTW Administrator

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