Secretary, Wealth Management (City)
- Recruiter
- Aldrich & Company Limited
- Location
- City
- Salary
- £28,000 to £35,000 + bonus + benefits
- Posted
- 17 Mar 2019
- Closes
- 25 Mar 2019
- Ref
- 925183
- Job Title
- Secretary
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
This well-established Wealth Management company in the heart of the City is looking to recruit an Assistant to join a busy Investment teams. The role will comprise approximately 50% audio typing and 50% diary management for two Investment Managers and their team.
You should be able to demonstrate strong verbal and written communication skills and have a good client facing manner, great time management skills, be comfortable doing large mail mergers and be able to work to deadlines in a calm, methodical and professional manner. Previous experience within a wealth organisation would be preferable.
Responsibilities
• Provide timely and accurate audio and general copy typing for the team
• Answer the phone, take messages and transfer calls as necessary, welcome clients and visitors on behalf of the Investment team
• Set up new client details as necessary
• Assist with the preparation, checking and distribution of reports and mailshots
• Organise video conferences between offices and external contacts
• Ensure all activities/actions undertaken meet and comply with compliance standards, including Suitability, KYC, FATCA etc. (training given)
Requirements
• Competent user of Microsoft Word, Excel and Outlook, strong short hand or speed writing
• High attention to detail, ensuring accuracy in typing work.
• Excellent communication skills, speaking and writing clearly and concisely.
• Ability to work well under pressure, remaining calm.
• Good time management skills – prioritising and making effective use of time. Act promptly in response to requests and queries.
• Good client facing manner.
• Comfortable doing large mail mergers
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