Secretary ( Audio)

Secretary ( Audio)
  • £25,000 - £28,000 per Annum
  • Contract
  • Winchester, Hampshire, England Winchester Hampshire SO23 8UT
Job Ref: 176196
Sector: Secretaries
Date Added: 05 November 2021

Investment Secretary Winchester £25,000/£27,000 (DOE)

We are looking for a professional and efficient Secretary for a Management Company in central Winchester. This is a Fixed term contract role to cover a maternity leave.

This role will provide Secretarial and Administrative to support the Investment team.

Tasks will include:

  • Accurately transcribe dictation (audio/digital audio)
  • Proofread and check documents
  • Present documents professionally and in an appropriate format
  • Maintain filing systems and update information regularly
  • Book meetings, appointments, and team travel arrangements
  • Take minutes at various meetings as required
  • Develop relationships with clients and maintain awareness of client relationships
  • Proactively look for inefficiencies and potential process improvements
  • Prepare payment, transfer and other internal administration forms
  • Ensure internal CRM system is kept up to date
  • Update client background notes and maintain tracker sheets
  • Provide desk assistant cover during busy periods

The Person:

  • Fast and accurate typing skills, using audio
  • Advanced user of MS Excel, Outlook and Word
  • Ability to develop and maintain excellent internal and external relationships
  • Able to multitask and prioritise effortlessly
  • Excellent communication skills

Essential Experience/Skills

  • Excellent written and verbal communication skills
  • Able to develop and maintain excellent internal and external relationships
  • Good customer facing skills
  • Highly organised
  • Fast and accurate typing skills, using audio and digital audio
  • GCSE (or equivalent) English (grade C or above)
  • Advanced user of Microsoft Excel, Outlook and Word


  • Having an interest in City markets and Private Client Fund Management
  • Over two year's relevant Financial services experience in client Administration
  • An understanding of the UK Regulatory framework

This will be a challenging and rewarding opportunity for the right person. Please send your CV in the first instance.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

05/12/2021 15:52:19
GBP 25000.00 28000.00 Annum

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