Client advisor Work, Jobs in Lasswade, Mln (with Salaries)

Executive Assistant & Team Secretary (Investment Trusts) - Edinburgh
Columbia Threadneedle Investments —Edinburgh
- Full-time
- Organisational skills
- Financial services
- In-person
- Work from home
6d
Customer Service Advisor - August
Grant Westfield —Edinburgh
- £25,528 a year
- Continuous improvement
- Organisational skills
- Annual leave
- Employee discount
Part Time Customer Service Advisor
Abodus Student Living —Edinburgh
- £12.71 an hour
- Part-time
- Organisational skills
- Front desk
- Computer skills
- Health & wellbeing programme
- Annual leave
Quick apply
3d
Engagement Consultant (Scotland)
WSP —Edinburgh
- Part-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
- Flexitime
- Work from home
Consulting Associate
Biedrzycki Enterprise Consulting Ltd —Edinburgh
- £3,800 - £4,900 a month
- Full-time
- Writing skills
- Research
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Customer Service Advisor
JPMorganChase —Edinburgh
- Full-time
- Communication skills
- Banking
Health Advisor
Bupa —Edinburgh
- £30,200 a year
- Full-time
- Customer service
- Gym membership
- Life insurance
Quick apply
10d
Health and Safety Advisor (Berwick Bank)
Jones Bros Civil Engineering —East Lothian
- Full-time
- PMP
- Computer literacy
- Travel
Quick apply
6d
L'Oréal Luxe Multi-Brand Beauty Advisor, Boots St James Edinburgh (18.75 Hours)
l'Oréal —Edinburgh
- Part-time
- Annual leave
- Referral programme
Quick apply
3d
Occupational Health Advisor
OH3 Ltd —Edinburgh
- Part-time
- Case management
- Travel
- Mentoring
- Paid training
- Health & wellbeing programme
Quick apply
Territory Partner
Newcross Healthcare Solutions Limited (1) —Edinburgh
- Up to £36,000 a year
- Full-time
- Hybrid work
- CRM software
- Customer service
Quick apply
L'Oréal Luxe Multi-Brand Team Leader, Boots Edinburgh (37.5 Hours)
l'Oréal —Edinburgh
- Full-time
- Customer service
- Bachelor's degree
- Team management
- Annual leave
- Referral programme
Quick apply
3d
Fraud Advisor
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Communication skills
- Banking
- Flexible schedule
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Business development
- Contracts
- Annual leave
International Private Bank - Operations Projects Manager - Vice President
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Agile
- Communication skills
9d
Senior Account Executive - AI Software Sales & professional services
MaxAccelerate —Edinburgh
- Full-time
- Remote
- Sales
- Business development
- Recruiting
Quick apply
Client Portfolio Manager - Private Equity
Columbia Threadneedle Investments —Edinburgh
- Full-time
- CRM software
- Business development
- In-person
- Work from home
HR Consultant
AAB —Edinburgh
- £30,000 - £32,000 a year
- Hybrid work
- Management
- Sales
- Research
- Annual leave
- Employee assistance programme
11d
RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
- Full-time
- Communication skills

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client advisor jobs near lasswade, mln

Executive Assistant & Team Secretary (Investment Trusts) - Edinburgh

Columbia Threadneedle Investments -
Edinburgh

Apply Now

Job details

Full-time
6 days ago

Benefits

Work from home

Qualifications

Meeting coordination
Corporate travel itinerary planning
Travel arrangements
Stakeholder liaison
Administrative support experience
Organisational skills
Business continuity planning
Financial services
Executive support experience
Time management

Full job description

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Where you’ll fit in & what our team goals are…

In your role you will be the EA for Head of Investment Trusts and Team Secretary and Administrator for the Investment Trust and Private Equity Accounting team.

How you'll spend your time...

Provide highly confidential executive support to the Head of Investment Trusts, ensuring effective diary management and the seamless coordination of meetings, travel, and business commitments.
Prepare and coordinate Board meeting materials, presentations, reports, and supporting documentation for the Investment Trust Client meetings.
Arrange travel, accommodation, itineraries, and expense management for the Head of Investment Trusts and senior members of the wider team.
Undertake or provide backup for certain administrative tasks supporting the Investment Trust and Private Equity Accounting team, ensuring processes run efficiently and effectively.
Organise and coordinate a range of internal and external meetings, including client meetings, Board meetings, committee meetings, and senior leadership engagements.
Act as a key point of contact for clients, advisers, business partners, and colleagues across the UK and global offices, maintaining professional and effective relationships.
Manage the processing and tracking of invoices, ensuring timely submission, approval, and payment in line with internal procedures.
Maintain and regularly update the department's Business Continuity Plans (BCP) and key contact lists to ensure operational readiness.
Support departmental projects and initiatives, providing administrative and coordination support as required.
Ensure the highest standards of professionalism, discretion, and confidentiality when handling sensitive business information.

To be successful in this role you will have...

Proven experience as an Executive Assistant, Personal Assistant, or Senior Team Assistant, ideally within financial services, asset management or a professional services environment.
Exceptional organisational and time management skills, with the ability to manage multiple competing priorities, deadlines, and stakeholder requests in a fast-paced environment.
Proactive and solutions-oriented, with the ability to anticipate needs, identify potential issues, and take initiative to ensure seamless support.
Strong attention to detail and accuracy, particularly when handling sensitive, financial, operational, and compliance-related information.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Business Support & Operations

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

client advisor jobs in lasswade, mln

Executive Assistant & Team Secretary (Investment Trusts) - Edinburgh

Customer Service Advisor - August

Part Time Customer Service Advisor

Engagement Consultant (Scotland)

Consulting Associate

Customer Service Advisor

Health Advisor

Health and Safety Advisor (Berwick Bank)

L'Oréal Luxe Multi-Brand Beauty Advisor, Boots St James Edinburgh (18.75 Hours)

Occupational Health Advisor

Territory Partner

L'Oréal Luxe Multi-Brand Team Leader, Boots Edinburgh (37.5 Hours)

Fraud Advisor

Customer Service Brokerage Support

Renewable Energy Development Advisor - Associate

International Private Bank - Operations Projects Manager - Vice President

Senior Account Executive - AI Software Sales & professional services

Client Portfolio Manager - Private Equity

HR Consultant

RBC Brewin Dolphin – Wealth Paraplanner

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