Secretarial Assistant – Financial Services
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Job Type | Permanent |
Area | South East England, UKSouth West England & Wales, UK |
Sector | BankingFinancial ServicesOther |
Salary | up to £24,500 + excellent benefits |
Currency | GBP |
Start Date | |
Job Ref | VAC-12611 |
Job Views | 157 |
- Description
- A fantastic opportunity has arisen for a multi-taking and organised Secretarial Assistant within this thriving investment management company. Supporting a team of Fund Managers, the successful candidate will be responsible for producing a variety of documentation, PowerPoint presentations, client administration as well as secretarial support directly to the Fund Managers.
Duties to include:
- Producing documents via CRM and through Mail Merge
- Producing PowerPoint presentations
- Typing letters, meeting and telephone call notes
- Client administration: maintain client records on CRM, prepare onboarding documentation
- Diary management, organising meetings and organising travel
- Liaising with clients and referring investment-related queries to qualified staff
- General clerical support: filing, sorting and distributing post, answering overflow phone calls, editing / sending emails
This role will also include occasional audio typing so any experience in this area would be a bonus but is by no means essential.
To be considered for this role candidates MUST have secretarial experience gained within a professional services environment in addition to solid IT skills (MS Word, Excel, PowerPoint, Outlook). Applicants should demonstrate an understanding of working in a regulated environment. Accuracy and a professional and amiable approach to work are essential to this role.
A great step in developing your career in Financial Services!
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.