Secretary – Professional Services

11th July 2017
Job Type


The Company

A London based Accountancy firm have an opportunity for a Secretary to join the company on a full-time basis.

The position is based in London and will be based in the Wealth Management department. Hours of work are Monday - Friday 9.00 am - 5.30 pm.

The Role

  • Supporting principals in wealth management and tax department
  • Providing a first-class service to all clients
  • Diary and email management
  • Meeting bookings
  • Audio typing and typing letters, reports and accounts as required
  • Liaising with clients on behalf of principal when away from office base
  • Answering telephone calls and arranging conference calls
  • Sorting incoming and outgoing post
  • Reception cover on a rota
  • Scanning filing and photocopying
  • Updating databases and internal software with client details
  • Invoicing and sending out statements

About You

  • Experience working as a secretary in a professional office
  • Excellent organisational and interpersonal skills
  • Excellent attention to detail and presentation skills
  • Flexibility towards working hours according to the principals’ needs
  • IT skills including Microsoft office packages
  • Experience of dealing with high net worth clients is desirable
  • Maintain professionalism at all times and remain calm under pressure
  • Work well as a team and on own initiative, being proactive
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Where to find us

Unit 3 Navigation Business Village
Preston, Lancashire

No 1 Spinningfields, Quay St
Manchester M3 3JE

T: 01772 789372

latest tweets

Great effort by the team smashing our quarterly target. Private dining @TattuRestaurant and a night in Manchester!…

Tue Jul 10 10:44:23

RT @WallsofBenin: This is Made in Africa - don’t get caught slipping now- 13 days left to do this!! #fortheculture…

Mon May 14 20:20:03

About us

We specialise in Executive Appointments, EA / PA, Accountancy & Finance, Professional Practice, Corporate Finance and Investment Banking. We take an innovative approach to talent search for our clients and conduct proactive searches on behalf of our many exclusive candidates seeking their ideal role in the market.

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