Desk Assistant, Financial Services, City

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