Desk Assistant, Financial Services, City
- Recruiter
- Aldrich & Company Limited
- Location
- London (City of), London (Greater)
- Salary
- £25,000 + benefits + bonus
- Posted
- 07 Nov 2018
- Closes
- 12 Nov 2018
- Ref
- 924905
- Job Title
- Team Assistant
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
A growing stockbroking firm in the heart of the City is looking for a hardworking and dynamic Desk Assistant to support senior individuals within the firm. With lots of progression on offer, you will have excellent skills, be ambitious and have a keen interest in Financial Services.
Responsibilities:
- Producing letters and presentation packs
- Working with spreadsheets to produce regular and ad hoc performance reconciliation sheets and invoices
- Entering new data and managing current data in the firm’s Customer Relationship Management software system (Tercero)
- Filing of paperwork both physically and electronically relating to client correspondence including letters to and from clients, valuations, statements, consolidated tax certificates amongst other papers
- Providing cover for Reception including answering telephone calls on the main switchboard, preparing letters from handwritten scripts and audio tapes and welcoming all visitors and guests
- Assisting with the post and scanning relevant correspondence when required
- Managing multiple appointments within a shared diary
Requirements:
- Strong MS Office skills and ideally experience using MS Dynamics
- Ability to manage multiple work streams for multiple Executives
- Polite and courteous telephone manner
- Confident, friendly, presentable, punctual and well organised
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