Team Secretary

Job description

Team Secretary
£26,000 - £30,000
Covent Garden

THE COMPANY:

Our client, a well-established and market leading Investment Management firm are looking to recruit a hard-working and articulate Team Secretary. This is a fantastic opportunity for an experienced Team Secretary or Assistant to take the next step in their career. The purpose of this role is to provide efficient and seamless assistance to a sociable team of 6-8 Investment Managers/Directors.

THE ROLE:

- Coordinating and booking meetings – this includes venue organisation and ordering relevant refreshments.
- Answering phones and taking relevant messages, dealing with enquiries wherever possible and fielding calls where appropriate.
- Preparing reports, correspondence, Mail Merges and other relevant documentation.
- Generating client correspondence – Email, letters ect.
- Preparing valuations and PowerPoint presentations for client meetings.
- Dealing with administration of client accounts, e.g. requesting and making payments, account opening ect.
- Maintaining the filing system.

THE PERSON:

- Educated to a high standard – Ideally Graduate calibre or A-Level qualified minimum.
- Experience within financial services is essential.
- A proactive attitude to take responsibility for team support to ensure the others can complete their work without undue interruptions.
- A polite and courteous attitude at all times.
- Ability to work in a high-pressure environment and to react appropriately to changing work conditions.
- Uses initiative to think ahead and pre-empt potential problems.
- Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook).
- To work the hours required to fulfil the role with a flexible approach and willingness to work longer hours as necessary.
- Experience in the financial sector.

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EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified.

CONFIDENTIALITY: All applications are dealt with in strictest confidence and will be processed in accordance with the Data Protection Act 1998

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