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PA & Investment Support

Job description

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.


  • 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 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.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.