Idex Consulting have a new opportunity for an PA & Investment Support to join a highly wealth management team in Edinburgh.

Role Overview:

• To provide support to the investment team and Administrators, assisting with the client related coordination and administration.

Responsibilities:

• Proactively prepare and collate packs/documents for upcoming meetings.
• Collate client meeting minutes/ensure post meeting documents are filed, creating action points and following up on tasks.
• Assist in preparing PowerPoint presentations and formatting investment documents.
• Work on document design and production and work with compliance to ensure regulatory requirements are met.
• Assistance around making payments to clients' bank account and contacting clients to confirm payment has been made.
• Provide personal support such as printing, scanning and postage.
• Manage scheduling - coordinate with the activities of multiple team members across the offices and external companies.
• Arrange and manage the reception of internal and external visitors.
• Be prepared to help with onboarding of new clients, arranging the correct paperwork and communicating with the client where necessary.
• Plan, book and arrange all travel.
• Track expenses, reconciliations and manage expense approvals.
• Organise conferences, events and meetings.
• Build relations with marketing to ensure we have support and collateral for meetings and events.
• Handling highly confidential and sensitive information with respect and discretion.
• Positively working closely with the central administration teams to develop best practise.
• Carry out additional ad hoc duties as required.

Experience:

• Experience working in a similar environment within financial services/investment industry
• Advanced level of MS Word, PowerPoint (this is imperative), Excel
• Ability to effectively interact with people at all levels.
• Communications skills - both verbal and written.
• Takes ownership of assigned tasks and can work independently.
• Resourceful problem solver with the ability to anticipate needs.

In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

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