Secretary/Administration within Financial Services £34-38k

Provision of first class, efficient and effective confidential secretarial support to enable excellent client service and smooth Operation of the team.

To include (but not restricted to):

• Manage and file all correspondence and client files
• Answer incoming telephone calls, answering enquiries, taking messages and passing on where appropriate
• Open and distribute incoming post
• Maintain manager/ teams diary, including arranging meetings and organising travel
• Preparation of Manager/ team expenses
• Management of client administration, tasks include:
  • Cheque requisition/ BACS and CHAPS payments
  • Client account opening, transfers closures and amendments
  • Despatching contract notes
  • Loading stock onto the valuation system
  • Releasing client information to authorised parties
• Produce typed documents either from audio tape or manuscript.
• Collate and produce valuations, statements and cover letters on an ad-hoc and quarterly basis. Collate and send out accounts packages on an annual basis
• Generate mail merges for clients with ISAs and distribute transfer forms to the client
• Create and amend client presentation and meeting packs
• Data maintenance using internal systems
• Provide support to other departmental secretaries and staff as required.

You will ideally have min GCSE's grade A-C (or equivilent in Maths and English), typing speed of 60 WPM with an excellent attention to detail.