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Office Secretary
2 weeks ago
Job Description:
Office Secretary
Office based
Salary £25,000-£27,500 DOE
This position provides wide-ranging administrative and organisational support across the business, ensuring the smooth running of the office and assisting key teams. The role involves managing office supplies, coordinating travel, handling correspondence and supporting core client-related processes. A high standard of accuracy, professionalism and service is expected at all times.
Main ResponsibilitiesOffice & Administrative Coordination
Maintain adequate levels of stationery and printed materials, placing orders when replenishment is required
Manage bookings for staff travel within internal policies (e.g., flights, trains, hotel stays)
Use a designated company credit card for approved purchases and ensure all expenses are processed correctly
Open and sort incoming post daily, ensuring items reach the correct department promptly
Prepare typed documents, correspondence and occasional mail merges
Take minutes in meetings when requested and distribute them accurately
- Record incoming cheques using the relevant internal applications and follow the correct workflows for processing and scanning
Log and verify share certificates, liaising with registrars and transferring departments where needed
Prepare secure storage logs for cheques or certificates that must remain onsite overnight
Update CRM records for items returned via post
Provide broader administrative support to Operations, Marketing and the Front Office as tasks arise
Undertake any additional responsibilities requested by management within the scope of the role
Inbox management
Demonstrated ability to perform in a similar administrative or secretarial role
Strong command of Microsoft Word, Excel and PowerPoint
Able to quickly learn and navigate internal systems, business applications and software tools
Exceptional accuracy, with strong attention to detail
Organised, dependable and capable of managing competing tasks and timelines
Clear and professional communication skills
Understands the regulatory environment in which a UK financial services firm operates
Follows internal compliance processes and escalates concerns or irregularities appropriately
- Knowledge of FCA conduct rules
£ 25, ,500.00
British Pound Sterling)