Secretary to a team of Directors for City Financial Firm (£32,000 - £35,000)

Secretary to a team of Directors for City Financial Firm (£32,000 - £35,000)

Principle duties:

• Standard secretarial duties such as Audio and Copy typing for the team
• Carrying out mail merges and general office correspondence
• Orderly maintenance of incoming and outgoing correspondence and records, scanning documents onto the filing system and filing documents away
• Answering the telephone enquiries, taking messages and ensuring they are dealt with effectively
• Arrange for BACS payments, send out valuations or statements as requested (or pass to the relevant Investment Manager)
• Help in preparation of presentations and pitch documents using Powerpoint
• Print statements, valuations using internal system. Also provide clients with details of their account details, balance, income etc.
• Arrange lunches, in-house and externally
• Help with team events
• Prepare expenses for Team members
• May be required to perform some private work occasionally and any other appropriate duties that may be required
• This list is not exclusive and you may be requested to carry out additional duties to those above
• This role can be very busy with high volumes of audio typing, but there are also periods when it can be quiet

  EXPERIENCE:

• Financial Services experience preferable
• Microsoft Word and Excel essential for mail merge etc
• Excel, Outlook, Powerpoint
• Audio and Copy Typing is essential

  ATTRIBUTES/SKILLS:

• Good communication skills
• Customer focussed
• Attention to detail
• Ability to work unsupervised and to strict deadlines as well as within a team