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Investment Administration Secretary

Posted 11 March by Carousel Consultancy Ltd Easy Apply Ended

Our client, a City based Investment Management company, is looking for a keen, hardworking and experienced Secretary / Administrator with good audio typing skills to join them.

Working for two Investment Managers this is an administration heavy role; whilst providing secretarial support, therefore good secretarial skills are required, it wouldn’t be suitable for a PA looking to further their career in a typical PA position.
Suitable candidates will have proven experience in a similar Administration Secretary role within a professional services organisation; financial experience would be advantageous.

Key responsibilities as the Investment Administration Secretary may include:

  • Audio and digital audio typing - accurately transcribing dictation using correct punctuation and grammar
  • Producing, proofreading and checking documents
  • Maintaining filing systems
  • Diary management
  • Booking meetings and appointments
  • Minute taking
  • Maintaining CRM systems
  • Preparing payment, transfer and other internal administration forms
  • Updating client notes and maintaining tracker sheets
  • Liaising with clients
  • Plus more

Skills, experience and attributes our client is looking for:

  • Fast and accurate typing skills (audio and digital audio)
  • Previous experience in a professional services environment - financial services is highly beneficial
  • Excellent written and verbal communication skills with the ability to liaise at all levels
  • Highly organised with the ability to multi-task and prioritise tasks effectively
  • Analytical and numerate
  • Strong PC skills including MS Office - PowerPoint skills beneficial
  • Ability to multi-task and prioritise
  • Eagerness to learn and progress
  • Team player

If you’re looking for a traditional secretarial role and possess the skills and experience that we’re looking for, please submit your CV in Word format (not PDF) as soon as possible, quoting 'AE - Investment Administration Secretary’

Reference: 34655337

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