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Wealth Management, Secretary/Administrator

2 months ago

Manchester Area, United Kingdom WH Ireland Full time

This role will provide administration assistance to the Wealth Management division’s Investment Managers.

Salary: Up to £25,000

Location: Manchester, Hybrid working

Responsibilities

  • Transcribing digital dictation of file notes, client care (suitability) letters and general correspondence
  • General secretarial duties to including typing, mail merge, filing, photocopying, scanning, collating and dispatching reports and other documents as and when required in a timely manner
  • Diary and email management
  • Arranging client internal and external meetings
  • Production and maintenance of electronic documents in Word, PowerPoint, and Excel formats, including printing and binding as necessary
  • Prepare client letters
  • Print off client valuations, research notes and contract notes, ensuring they are cross referenced with client letters
  • Travel administration, including expense claims
  • Ad hoc projects, as required
  • Perform any other duties which may reasonably be required

Qualifications

  • Relevant industry qualifications; and/or
  • Minimum 2 years relevant Financial Services experience


About the company

WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning. The Private Wealth arm provides discretionary and managed advisory services to individuals, corporates, trusts and funds. By offering a highly personal, bespoke service we are able to provide timely advice and create long term relationships based on trust. We firmly believe that by placing our client’s needs at the centre of everything we do, WH Ireland is well placed to provide timely, bespoke and helpful advice to a diverse range of clients.


Please apply on LinkedIn and reach out with any questions.