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Team Secretary

4 months ago

Southampton, United Kingdom Evelyn Partners Full time

**Location**

Southampton

**Employment type**

Permanent

**Hours**

Full time

**Closing date**

03/05/2023

**Description**

Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses.

Our purpose is supported by our 3 core values:
Personal — we treat you as an individual
Partnership — we go further together
Performance — we strive for more

**As a Team Secretary some of your responsibilities will include**:
**PA Duties**
- Provide full administrative support in any capacity to the Partners. This includes (list is not exhaustive): diary management, arranging meetings, travel bookings, conference registration, and other support as required.

**Client Interface**
- Providing the client with polite, friendly, and professional contact through all forms of communication
- Taking accurate phone messages when necessary
- Dealing with general enquiries when able

**Team Secretary duties**
- Provide full administrative support in any capacity to the managers ‐ trainees
- Internal room bookings
- Arranging Travel /hotels
- Bank letters / letters / formatting
- Raising invoices on behalf of managers
- Printing
- Arranging Couriers (where necessary)
- Submitting Expenses upon request,
- Arranging and assisting with social events, business marketing events etc
- Updating client database spreadsheet

**Word Processing**
- Proficiency in Office packages; Outlook, Word, Excel and PowerPoint to use effectively and professionally within Evelyn format
- Willing to learn Evelyn systems e.g. STAR (timesheet and billing), Contacts database, Intranet publisher, DMS, Concur (expenses), Client Database Report (monthly) etc.

**Administration**
- Ad hoc secretarial and administrative duties, e.g. chasing bank letters, running reports from various systems when required, conflict checks, and Land Registry searches, AML (onboarding new clients) etc.
- Helping with new starter inductions and liaising with IT for new starters and leavers.

**Meetings and lunches/dinners**
- Arranging client and internal meetings.
- Preparing and collating all relevant documents.
- Taking the minutes if required.
- Arranging client lunches/dinners in private dining rooms.
- Assist with Annual Review process
- Assisting with ADR process

**Post**
- Daily post distributing
- Responding to general enquiry letters

**To be successful in this role, you should demonstrate**:

- Significant experience of working at a senior level
- Detailed knowledge of Outlook, Word, Excel and PowerPoint
- Fast and Accurate copy typing
- Excellent communication skills
- Ability to work well in a pressurised environment with the ability to prioritise work
- Educated to GCSE level or equivalent

**As a colleague here at Evelyn Partners you will have access to benefits that include**:

- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.