Wealth Management Secretary, City
- Recruiter
- Aldrich & Company Limited
- Location
- City of London
- Salary
- £35,000-38,000 + benefits + bonus
- Posted
- 21 Jun 2017
- Closes
- 27 Jun 2017
- Ref
- 923396
- Job Title
- Team Secretary
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
Based in the heart of the City, this well-established, successful and collaborative team is looking for a go-getting, energetic Team PA to provide comprehensive support to a busy team of Directors & Managers. This role requires excellent interpersonal and communication skills, superb time management and organisational skills
Responsibilities
- Extensive and often complex diary and in-box management
- Organising various meetings, conference calls and video-conferences
- Frequent client liaison with an awareness of confidentiality, building relationships at all levels
- Organising client hospitality – lunches & dinners etc.
- Coordinating events & offsites
- Preparing/processing of expenses and invoices
- Overseas travel arrangements
- Preparing detailed itineraries
- Creating and amending various reports and presentations
- Gatekeeping – screening/actioning emails and calls
- Managing all holiday/absence records
- Ad hoc Projects
Requirements
- Previous secretarial/PA experience ideally gained within Investment/Asset/Wealth Management; also Banking, Advisory, Professional Services firm
- Strong academic performance
- Strong MS Office skills
- True team player approach, happy to work closely & cover other Assistants within collaborative working environment
- Excellent interpersonal skills with the ability to liaise effectively at all levels
- Ability to maintain a high level of confidentiality at all times
- Strong organisational and time management skills
- Ability to manage and prioritise a heavy and varied workload to a high standard
- Adaptable and flexible working attitude
- Ability to work well under pressure and meet tight deadlines
- Proactive attitude, outgoing & enthusiastic
- Meticulous attention to detail
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