Team Secretary

Team Secretary

up to £26k depending on experience

West End

I am recruiting for polished, articulate and really engaging and organised team assistants/secretaries to join a reputable Accountancy firm in the West End.

To provide an efficient and reliable secretarial support service to a specific group of individuals within the Private Client department in addition to providing occasional cover for partners in PA's absence.

• Organising meetings including liaising with attendees, room/venue, catering, related diary management
• Organising basic travel arrangements (both domestic and international) for team members
• Attending and taking minutes in team meetings, if required
• Assisting team with planning and diary management if required
• Dealing effectively with clients' and contacts' telephone calls, specifically ensuring that messages are taken clearly and efficiently and responded to in a timely fashion.
• Monitoring/responding to emails on behalf of team members, if requested
• Generating reports (e. work in progress) and producing fee notes etc. from company's systems
• Basic data entry onto client relationship management and practice management information systems such as Salesforce and Practice Engine.
• Assisting with projects such as events, mailings, research, if required
• Audio and copy typing of correspondence, short letters, standard letters and/or lengthy reports and proposals using the company's templates and corporate style
• Producing PowerPoint presentations following corporate style
• Reformatting/making amendments to documents
• Creating document management system profiles and scanning documents as required
• Opening and distributing post, photocopying, binding, sending faxes, filing, maintaining files
• Acting as a secondary contact for absent team members and assisting fellow secretaries and PAs with workflow, as required
• Where required, to cover reception along with other PAs and secretaries on a rota basis

Person Specification:

• Maintaining strict adherence to both client and staff confidentiality
• Willingly carrying out any other duties required to meet with the needs of the business
• Displaying excellent standard of English, both written and spoken
• Displaying excellent attention to detail
• Excellent team player who has a 'can do' attitude and who demonstrates a commitment to supporting colleagues within the PA/secretarial team
• Professionally presented with excellent telephone manner
• Experience of digital dictation and document management systems desirable