Secretary/Administration within Financial Services GBP34-38k

34000.00 - 38000.00 GBP Annual + benefits
24 Nov 2016
05 Dec 2016
Contract Type
Full Time
Provision of first class, efficient and effective confidential secretarial support to enable excellent client service and smooth Operation of the team.

To include (but not restricted to):

* Manage and file all correspondence and client files
* Answer incoming telephone calls, answering enquiries, taking messages and passing on where appropriate
* Open and distribute incoming post
* Maintain manager/ teams diary, including arranging meetings and organising travel
* Preparation of Manager/ team expenses
* Management of client administration, tasks include:

* Cheque requisition/ BACS and CHAPS payments
* Client account opening, transfers closures and amendments
* Despatching contract notes
* Loading stock onto the valuation system
* Releasing client information to authorised parties

* Produce typed documents either from audio tape or manuscript.
* Collate and produce valuations, statements and cover letters on an ad-hoc and quarterly basis. Collate and send out accounts packages on an annual basis
* Generate mail merges for clients with ISAs and distribute transfer forms to the client
* Create and amend client presentation and meeting packs
* Data maintenance using internal systems
* Provide support to other departmental secretaries and staff as required.

You will ideally have min GCSE's grade A-C (or equivilent in Maths and English), typing speed of 60 WPM with an excellent attention to detail