Financial Services Secretary

Based in the City, London
Paying £35k + bens
14 Mar 2019
21 Mar 2019
Job Title
Contract Type
Full Time

A private wealth management company based in the city is looking for a secretary to support the director of project and finance alongside a large team. 

This is a 6 month fixed term contract.

Must have at least 4 years’ experience working as a PA/Secretary ideally within financial services, consulting or professional services industry. This will be a full on secretarial role and the ideal candidate must have considerable experience at executive level. Must have experience taking minutes, room bookings, meetings, international travel and diary management. Must also have supported multiple projects/teams with conflicting deadlines/priorities.

Key secretarial duties:

  • Responsible for the diary management for the head of project and finance
  • Taking minutes
  • Ensuring correct time allocations are given, awareness of priority meetings and ensuring clashes are identified and rearranged in advance.
  • Daily communication on diary bookings and movements to ensure the directors are aware of changes.
  • Ensuring all necessary information required in preparation for meetings, including packs and minutes
  • Take calls on behalf of the team
  • Review emails and respond to, delegate or highlight for action.
  • Arrange travel and accommodation forthe teams as necessary where agreed
  • To undertake the efficient handling of expenses.
  • Responsible for collation, compilation and distribution of reports and selected management or information packs in preparation for meetings.
  • Responsible for taking minutes at meetings.
  • Prepare presentations for both internal and external use to the standard required.
  • Arrange team meetings and away days where necessary

Key experience/skills

  • Relevant secretarial qualifications is desirable but not essential
  • Advanced Microsoft Office skills including; PowerPoint, Word, Outlook, Visio and Excel.
  • Knowledge of financial services is desirable.
  • Excellent written and oral communication skills; able to communicate with staff at all levels.
  • Proactive and able to work on own initiative.
  • Effective prioritisation, organisation and multitasking skills; able to manage own and others time.
  • Minimum of 4 years solid secretarial experience gained within financial services sector ideally

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