Financial Planning Administrator

Vacancy posted: Thursday, 22 September 2016

Salary: 16,500-19,000
Location: Edinburgh

Closing date: 13 October 2016

Murray Asset Management is an established, independent Investment Management and Financial Planning firm.  We pride ourselves in providing a responsive, professional service to our clients, matching their individual financial requirements with tailored investment solutions.

An opportunity now exists for an enthusiastic, motivated individual who is looking to work as part of a small and friendly unit, providing high-calibre administrative and report writing support to the Financial Planning Team.

Key responsibilities will include:

  • Prepare and maintain client files in response to customer enquiries
  • Complete daily processing tasks and update relevant systems including personal workflow
  • Liaise in a professional and friendly manner with other business areas and third parties to facilitate responses to client enquiries
  • Read and respond to both internal and external communications
  • Ad-hoc duties as and when required

Skills, knowledge and experience:

  • Ability to plan and prioritise own workload                                                           
  • Good interpersonal skills                                                                     
  • Able to multi-task, prioritise tasks and work to tight deadlines              
  • Good accuracy and attention to detail                                                          
  • Good IT skills using Word, Excel and Outlook                                          
  • Ability to work both on own initiative and as part of a small team         
  • Previous experience working within a financial services environment (desirable)

If you feel you have the necessary skills, experience and aptitude to be a success in this role, please follow the link to our website to download the on-line application form return it before the closing date of 13 October.

s1 says:

This job has been on the site for more than a week so it may be removed soon. Get your application in now before you're too late!Apply now
Contact Name Murray Asset Management
Telephone 0131 225 1200
Address 3 Glenfinlas Street
Edinburgh
EH3 6AQ
Home  ›  Jobs  ›  Admin/Secretarial/PA  ›  Edinburgh

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