Audio Team Secretary - Partner Level

Job Description

Audio Team Secretary

Partner Level

£45-£50K

This top financial services organisation in the City combines the traditional working environment with the vision of a 'best in class' Advisory Consultancy. They are looking for an experienced Team Secretary with strong Audio Typing skills to support Two Senior Partners and the wider Consultancy team. Happy, engaged and motivated is how they describe their working culture so this role is ideally suited to an 'ultimate plate-spinner' Team Secretary/PA who thrives in a structured environment with previous experience from a Financial or Professional Services organisation.

Team Secretary/PA - The Role

• Audio Typing
• Diary Management:
• Managing everchanging and complex calendar using Outlook.
• Organising client meetings with multiple participants (often across different time-zones) and internal meetings and conference calls;
• Preparing meeting material.
• Booking meeting rooms.
• Monitoring partner e-mails and forwarding to the relevant manager(s) in a timely manner.
• Complete coordination of travel bookings
• Managing incoming telephone calls, screening and taking messages, liaising with clients, where appropriate.
• Compiling and processing expenses within required deadline.
• Preparing timesheets for partner using CCH software.
• Scanning incoming post for group - Partners and Managers and maintaining the relevant electronic client filing system.
• Preparation of both, standard and custom letters and reports
• Updating CPD (Continuing Professional Development) database
• AML (Anti-Money Laundering) Re-assessments: Sending emails to managers to ensure the database is kept up to date.
• Keeping quarterly log of which bills have been sent to clients and keeping a note of when the bills have been paid.
• Covering for other secretaries during absence & holiday and occasional reception cover.

What you will offer:-

The successful candidate will have previous experience working as an Audio Team Secretary supporting at Director/Partner level within the Financial Services or Professional services sector.

• Excellent organisational and time management skills to meet deadlines (particularly at year ends and the end of the tax year).
• Audio-typing is a MUST!
• Ability to adapt between different types of work, prioritise effectively and manage multiple tasks.
• Strong IT skills including but not limited to Word and Excel.
• High level of accuracy in preparing documents and other information .
• Ability to communicate clearly and professionally
• Trusted to handle sensitive information with integrity and professionalism.