Administrative Assistant 18 month FTC

Glasgow, Scotland, United Kingdom

1/20/2025

Overall Summary

Join Close Brothers Wealth Planning Team where you will support the business with project work, data cleansing and general administration duties.

Responsibilities

• Accurate and timely client data entry onto CBAM systems
• Adherence to CBAM procedures
• Processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
• Data cleansing
• Call management/client contact
• Written client and provider contact
• Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
• General ad hoc duties as required by the team or assigned by the Wealth Planning Services Manager
  
  
  
  

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Excellent attention to detail
• Confident in querying anomalies
• Excellent IT skills
• Team player
• Good communication skills - verbal and written
• Excellent record keeping and reporting capabilities
• Ability to manage repetitive processes
  
  
  
  

As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.