Investment Team Secretary

Brilliant opportunity to work closely with the Board PA for a successful Asset Management company near St Pauls. We are looking for a highly organised and proactive candidate confident juggling different priorities. As support to the fund management team, you must be a strong communicator, self-motivated and able to build relationships throughout the business.

Responsibilities

• Smoothly co-ordinate meetings and complex appointment schedules for the fund management team
• Manage travel arrangements properly and in good time
• File all documents, reports and papers (both electronic and soft copy) for the team in a well-organised and appropriately accessible system
• Prepare monthly expenses as appropriate
• Coordinate and prepare meeting rooms for use
• Greet clients, welcome and settle appropriately
• Collate printing; prepare slides for presentations; prepare/bind reports and presentations
• Support for Compliance team and Sales and Marketing teams
• Liaising with relevant teams and building security to contribute to the smooth set-up of new joiners
• General office administration

Requirements

• Outstanding proactive, resilient, diplomatic and solutions-oriented style
• Extremely high standards of accuracy and attention to detail
• Experience working in a professional environment and in a client-facing role
• IT- and internet-literate
• Strong written English