Partners Secretary

6 months ago

Cambridge, United Kingdom Evelyn Partners Full time

**Company Description**:
**Evelyn Partners**

Like most families, we’re proud of our roots. From Tilney’s beginnings in Liverpool in 1836, to the founding of Smith & Williamson in Glasgow in 1881, throughout our history we’ve helped generations of people and businesses thrive.

Fast forward to 2022, and with Tilney Smith & Williamson renamed as Evelyn Partners, a new chapter of our family story has begun.

A story of change - but also of constancy. We’re still here, in 26 towns and cities across Britain, Ireland and the Channel Islands, doing what we do best: placing the power of good advice into more hands.

We are leading independent providers of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations.

**Evelyn Partners is investing for the future.**

The Cambridge office continues with its ambitious growth plans as part of the Firm’s national strategy, and this includes significant investment in people, technology, and culture. In turn, this offers a great opportunity for people to progress within our organisation and fulfil their potential.

**Purpose of role**:
To provide full service support to Private Client Tax and Corporate Finance Partner and Director group.

**Key responsibilities**:
PA Duties

Client Interface
- Providing the client with polite, friendly and professional contact through all forms of communication
- Taking accurate messages when necessary
- Dealing with general enquiries when able
- Willing to get to know clients and develop relationships
- Ad hoc front desk cover

IT capability
- Proficiency in Office packages; Outlook, Word, Excel and PowerPoint to use effectively and professionally within Evelyn Partners format
- Willing to learn and use Evelyn Partners systems e.g. Time Recording, billing, expenses, travel booking, specific tax related systems (bank confirmations, land registry searches etc), client database, proposal documents etc.

Meetings and lunches/dinners
- Arranging client and internal meetings
- Preparing and collating all relevant documents
- Taking the minutes if required
- Arranging client lunches/dinners

Client administration
- Assisting with client take on processes (onboarding, AML, engagement letters)
- Setting up and maintaining records on the client database
- Use of databases to compile target lists
- Extracting information for reports and assistance with pitch documents
- Maintaining and updating Partners/Managers contacts on marketing database

Ad hoc Projects
- One off projects -for example, designing and collating slides and arrangements for quarterly department meetings, arrangements for department social events and implementation of new ideas as to how the central administration team can better support the Professional Services team and other projects as required.

**Key Competencies**:

- ** Judgement**: knowing how to deal with problems which arise, knowing when to involve the Head of department in issues, ability to think ahead and anticipate events occurring
- ** Planning and organising**: will need to be able to organise his/her time so as to meet deadlines. Planning and organising work efficiently and ensuring it has been completed satisfactorily
- ** Communication**: confidence so as to be able to produce documents accurately and quickly and the ability to draft own correspondence. Ability to deal effectively and politely with people at all levels, both internally and externally
- ** Teamwork**: to work well with other secretaries in the department, flexibility and willingness to help out others is essential

**Qualifications**:
**Education/Qualifications**:

- Educated to GCSE level or equivalent

**Key Experience/Skills**:

- Significant experience of working at a senior level
- Detailed knowledge of Outlook, Word, Excel and PowerPoint
- Excellent communication skills

**Additional Information**:
**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 are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace 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.

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