IFA Secretary/sales support
A wp secretarial role, based in the City, to provide efficient secretarial support to senior Wealth Management Consultant for a major Investment Group, duties including audio typing of reports and letters, filing and management of diary. The company seeks a polished person who can work in a busy role, can prioritise workload and is used to working a professional services company,. ideally finance, legal. with good spelling and grammar, as well as secretarial qualifications
You will have typing of 55wpm + experience within a financial environment or IFA and good ms office skills.
Ensure consistent and efficient use of back office systems, including 1st Software.
Prioritisation of day-to-day work with a minimum of supervision.
To assist Regional Director/Divisional Director in ensuring that branch office records are maintained in accordance with companys compliance procedures.
To adhere to the companys operational procedures and processes at all times
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