Secretary - Financial Services

A private Wealth Management company in central London is looking for a Secretary/Administrator to support 2 Investment Directors.

This role is a lovely split between PA/Secretarial and client/team administration. They are looking for an ambitious client facing PA to support 2 Investment Directors Must have secretarial and administration experience, ideally in a similar role in financial services or a professional services firm.

A really friendly and supportive team who are looking forward to welcoming a new secretary into their fast paced exciting and growing team

Purpose of the role:
 

To provide efficient and effective PA/Secretarial and administrative support, able to contribute to an excellent client service and the smooth operation of the team.

Key Duties

• 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
• Manage and file all correspondence and client files
• 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
• Create and amend client presentation and meeting packs
• Provide support to other departmental secretaries and staff as required.

The ideal candidate needs to be highly client facing, flexible in their approach to tasks, planning and organisation skills and have excellent attention to detail.