Bayford Hale
Business Support Assistant, Banking
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Business Support Assistant, Edinburgh
About the Role
We are looking for a highly organised and proactive Business Support Assistant to join our team. This role is integral to delivering an exceptional client experience by providing administrative and operational support to the wider banking and relationship management team.
You will play a key role in ensuring the smooth day-to-day running of client administration, maintaining accurate records, supporting internal processes, and helping to deliver a first-class service.
This is a Hybrid position, with full-time in-person attendance required initially (Monday to Friday). Flexibility around working hours may occasionally be required to support business needs.
Key Responsibilities
- Provide day-to-day administrative support to the banking and relationship management teams, including payment processing, account opening, foreign exchange transactions, and deposit administration.
- Ensure all activities are completed in line with regulatory requirements, internal policies and procedures, and risk management standards.
- Maintain accurate client records and documentation, ensuring compliance with data protection, Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements.
- Accurately maintain CRM records, including client interactions, appointments, meeting notes, prospects, and business opportunities.
- Prepare documents, reports, presentations, and other business materials as required.
- Support the maintenance of internal systems, filing, and data management to ensure efficient business operations.
- Respond promptly and professionally to client and colleague enquiries.
- Deliver a right-first-time approach, maintaining high levels of accuracy across all administrative activities.
- Work collaboratively with colleagues across different business functions to ensure excellent client outcomes.
- Assist with ad hoc projects and additional business support tasks as required.
- Build and maintain strong working relationships with colleagues and clients.
- Complete all mandatory training and actively support continuous learning and development.
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Skills, Knowledge & Experience
- Previous administrative experience within banking, financial services, or a regulated environment is desirable.
- A good understanding of banking operations and the wider commercial environment.
- Strong organisational and administrative skills, with excellent attention to detail.
- Ability to prioritise workloads and manage multiple tasks effectively.
- Excellent written and verbal communication skills.
- Knowledge of regulatory and compliance requirements within financial services is advantageous.
- Strong IT skills, including Microsoft Office applications and CRM systems.
- A proactive and positive approach with the ability to work independently as well as part of a team.
- Takes ownership of work while recognising when support is needed.
- Confident building professional relationships with colleagues and clients.
- Willingness to learn, develop, and contribute to continuous improvement.
- Professional banking qualifications (or working towards them) are desirable but not essential.
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What We're Looking For
We're looking for someone who is organised, detail-oriented, and committed to delivering outstanding service. If you enjoy working in a collaborative environment, thrive in a fast-paced setting, and are looking to develop a career within financial services, we'd love to hear from you.
What We Do At Bayford Hale
Bayford Hale is a specialist recruitment consultancy that connects talented professionals with leading organisations across the financial services sector. We build long-term partnerships with clients and candidates, delivering tailored recruitment solutions that help businesses grow and individuals develop their careers.
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