Save Job Back to Search Job Description Summary Similar JobsGlasgowOffice Based and PermanentAbout Our ClientA leader in their fieldJob DescriptionClient Support: Provide administrative support to financial advisors and clients, including scheduling meetings, handling inquiries, and preparing documentation.Financial Recordkeeping: Maintain and organize client records, financial documents, and databases. Ensure accurate and timely processing of financial transactions.Compliance & Reporting: Assist with preparing reports for regulatory bodies, ensuring compliance with relevant laws and internal policies.Data Entry & Analysis: Input and analyze financial data into the firm's systems, ensuring accuracy and consistency.Document Preparation: Prepare financial statements, investment reports, and other relevant documents for clients and internal use.Transaction Management: Assist in processing financial transactions, such as deposits, withdrawals, and account transfers, ensuring all actions are documented and processed accurately.Client Communication: Handle client correspondence and ensure a high level of customer service.Administrative Support: Perform general administrative duties such as filing, managing schedules, and maintaining office supplies.Team Collaboration: Work closely with other departments, such as compliance, accounting, and operations, to ensure seamless workflow and client satisfaction.The Successful ApplicantPrevious experience in a financial services or administrative role is highly preferred.Strong knowledge of financial products, services, and regulatory requirements.Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and financial management software.Excellent organizational and time-management skills.Strong attention to detail and ability to work under pressure.Excellent written and verbal communication skills.Ability to maintain confidentiality and handle sensitive financial information with discretionWhat's on OfferA competitive salary and excellent benefitsContactVictoria NatilloQuote job refJN-032025-6685922Phone number+44 131 243 2919Job summaryJob functionBanking & Financial ServicesSubsectorOperations / Middle Office - Banking / SecuritiesSectorBusiness ServicesLocationGlasgowContract typePermanentConsultant nameVictoria NatilloConsultant phone+44 131 243 2919Job referenceJN-032025-6685922
