Practice Secretary for Wealth Management Firm

A leading financial management firm is looking for a secretary.

Duties will include:

• Meeting preparation – typing Agendas, preparing valuations, contacting providers
• Post meeting work -  Summaries, and client summary letters
• General secretarial duties – scanning, photocopying/filing etc. – mostly computer based
• Typing letters from draft, Siri dictation and excel updates and preparing formulas

• Providing general team secretarial support

This role offers really good benefits and is a great place to work. The candidate must come from a financial background and be able to manage tight deadlines, have the ability to think outside of the box with an exceptionally high attention to detail. If this sounds of interest, send your CV’s now! 

*** Joyce Guiness as an agency are unable to respond to the high volume of applications. If you are already registered with Joyce Guiness, please do not hesitate to contact your consultant directly ***