Team Secretary, Wealth Management (City)

Do you genuinely enjoy providing 1^st class support? 

Do you have previous PA/Secretarial experience in the Banking/Investment space?

Looking for a client-facing and collaborative team environment ?

Our client, a well-established Wealth Management business, is looking for a proactive Team Assistant to join their successful team.

What you’ll be doing day-to-day:

• Extensive diary and inbox management, setting up global client calls, meetings and hospitality
• Frequently handling last-minute changes
• Organising travel arrangements
• Handling invoices and expenses
• Maintaining records, data lists and preparing mailshots
• CMR support, logging actions with follow-up
• Assisting Events & Marketing teams when required
• Creating agendas, taking minutes
• Forming strong working relationships with other Assistants

The skills you need to bring:

• Previous secretarial/PA experience, gained from Investment/Wealth Management or Investment Banking essential
• Ability to stay calm under pressure
• Team player and a sense of humour
• Positive self-starter, energy & pep!
• Ability to maintain high level of confidentiality
• Strong MS Office skills