Secretary

Partner Secretary - Financial Services - Accountancy and Wealth Management

A leading Accountancy company based in the heart of the City are seeking to recruit a Partner Secretary based in their hugely busy private client team. With a well known name the market this newly hired partner and wider team are seeking a Secretary who has the gravitas to not only liaise with internal colleagues but also clients, so being able to showcase this would be welcomed.

Whilst there will be ad hoc support to the wider team your focus will be on two partners who are looking to build a good relationship with you. The company have an inclusive culture, a team spirit and everyone pulls together to add value. The role will make full use of your strong organisational skills due to the constant juggling that will be demanded in this role. Duties will include:

• Full diary management and extensive meeting scheduling
• Arranging monthly UK travel
• Collating board packs
• Undertaking copy taking, must have at least 45 WPM to assist with regular report writing
• Audio typing to ensure clients are kept abreast of reports and updates to their portfolio
• Regular client liaison including meeting/greeting when required
• Organising/minuting meetings
• Extensive use of the Office suite, in particular Word
• Willingness to pick up internal systems and use them effectively
• Assisting with the Annual Review process; setting up meeting and ensuring that all paperwork is sent out and completed in a timely manner

This role is seen as a pivotal hire within the business and the wider team are relying on the accuracy and precision of their secretary to support the delivery of their workload. Experience of either financial services or professional services is essential. If this happened to be within financial planning specifically, that would be an added bonus.

A secretarial qualification would be advantageous.

The success of the business is based on everyone working collaboratively and cohesively and has led to a focus on a work/life balance for all staff.

Due to the high volume of enquiries that we receive, we are not always able to respond to all CVs. If you have not received a response within one week, please assume that your application has been unsuccessful in this instance. Thank you for your interest in Tay Associates. If you are already registered with Tay Associates, please express your interest in this role to your consultant.

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