Account administrator Work, Jobs in Bearsden, Edu (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Glasgow
- £24,000 - £28,000 a year
- Financial services
- Communication skills
Sales Ledger Administrator
ABP UK —Bridge of Allan
- Full-time
- Free parking
- Employee assistance programme
Quick apply
8d
Customer Service Administrator (Workwear, Furniture, Office Supplies)
Active Office Scotland Ltd —Kilmarnock
- £28,000 a year
- Full-time
- CRM software
- Microsoft Outlook
- Inventory control
- Free parking
Quick apply
1d
Part Time Administrator Glasgow Fort
Chisholm Hunter Ltd —Glasgow
- From £12.71 an hour
- 8 hour shift
- Microsoft Office
- Communication skills
- Employee discount
Quick apply
12d
Service Sales Account Administrator - Glasgow
TK Elevator UK Ltd —Glasgow
- Full-time
- Administrative experience
- Organisational skills
- Communication skills
- Employee assistance programme
- Referral programme
Education Business Assistant
North Ayrshire Council —Glengarnock
- £14.51 - £14.83 an hour
- Temporary
9h
Family Office & Private Client - Manager - Tax Compliance (Scotland)
KPMG —Glasgow
- Part-time
- Analysis skills
- Communication skills
- Tax experience
Admin/Accounts Assistant
Leviathan Engineering Limited —Glasgow
- £13 - £15 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Travel
- Free parking
Quick apply
Office Assistant (Part-time, Maternity Cover – 1 Year)
iNTER Performing Arts Academy —Glasgow
- £22,568 - £24,960 a year
- Part-time
- Microsoft Word
- Customer service
- Microsoft Office
- Annual leave
- Employee discount
Quick apply
Administration Assistant
Nitro Solutions 23 Ltd —Paisley
- £11 - £13 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Hospitality
Quick apply
Accounts Assistant
Meliora Legal —Glasgow
- From £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- In-person
- Annual leave
Quick apply
9d
Finance Assistant
The Glasgow School of Art —Glasgow
- £25,804 - £27,319 a year
- Full-time
- Customer service
10d
Customer Service & Repairs Administrator - Glasgow
Chisholm Hunter Ltd —Glasgow
- From £12.71 an hour
- Full-time
- Microsoft Office
- Communication skills
- Employee discount
Quick apply
Administrator/Accounts Assistant - IMMEDIATE START
Sperrin Utilities Ltd —Kilmarnock
- £26,436.80 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
12d
Service Sales Account Administrator - Glasgow
TK Elevator —Glasgow
- Administrative experience
- Organisational skills
- Communication skills
- Employee assistance programme
- Referral programme
Accounting Assistant & Payroll Administrator - Fixed Term
Coherent —Glasgow
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
14d
Customer Service Administrator
Capita —Glasgow
- From £27,248 a year
- Full-time
- Financial services
- Employee discount
2d
Bookkeeper/Administration
Aspecta Group —Glasgow
- £33,000 a year
- Full-time
- Administrative experience
- QuickBooks
- In-person
- Store discount
- Employee discount
Quick apply
3d
Accounting Assistant & Payroll Administrator - Fixed Term
Coherent Corp. —Glasgow
- Full-time
- Bachelor's degree
- Continuous improvement
- Organisational skills
14d
Administration Assistant
Macform Ltd —Wishaw
- Full-time
- Microsoft Office
- Databases
- Administrative experience
- Free parking
- Flexible schedule
Quick apply
2d

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account administrator jobs near bearsden, edu

Wealth Management Administrator

RGH‑Global Limited
Glasgow

Apply Now

Job details

Permanent
£24,000 - £28,000 a year

Qualifications

Investment
Financial planning
Meeting coordination
Contract preparation
Stakeholder collaboration
Stakeholder liaison
Administrative support experience
Internal department liaison
Financial services
Customer interaction
Communication skills
Client onboarding compliance checks

Full job description

Wealth Management Administrator

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience.

The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

Maintain accurate and compliant client documentation in line with company standards.
Support Wealth Planners in submitting cases to paraplanning and related teams.
Manage financial administration, including invoices, billing, work in progress, and commission tracking.
Prepare service agreements and client documentation with precision.
Demonstrate flexibility in supporting different stakeholders and business areas as needed.
Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

Previous Administration experience (essential)
Understanding of the end-to-end wealth planning process (desirable)
Familiarity with a broad range of financial planning and investment products (desirable)
Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding (desirable)
Ability to identify and escalate potential compliance concerns appropriately.
Strong client service and communication skills.
Excellent attention to detail and high level of accuracy.

Apply Now

Refine Your Search

account administrator jobs in bearsden, edu

Wealth Management Administrator

Sales Ledger Administrator

Customer Service Administrator (Workwear, Furniture, Office Supplies)

Part Time Administrator Glasgow Fort

Service Sales Account Administrator - Glasgow

Education Business Assistant

Family Office & Private Client - Manager - Tax Compliance (Scotland)

Admin/Accounts Assistant

Office Assistant (Part-time, Maternity Cover – 1 Year)

Administration Assistant

Accounts Assistant

Finance Assistant

Customer Service & Repairs Administrator - Glasgow

Administrator/Accounts Assistant - IMMEDIATE START

Service Sales Account Administrator - Glasgow

Accounting Assistant & Payroll Administrator - Fixed Term

Customer Service Administrator

Bookkeeper/Administration

Accounting Assistant & Payroll Administrator - Fixed Term

Administration Assistant

I want to receive the latest job alerts for account administrator in bearsden, edu

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