Team Secretary
4 days ago
**Key responsibilities will include**
- Responding to all meeting requests and arranging necessary resources.
- Collating material for internal and external meetings.
- Preparing agendas, correspondence and presentations.
- Note taking, typing and producing documentation as requested.
- Maintaining electronic and paper based client files.
- Arranging travel and accommodation requirements, producing itineraries fully as required.
- Proactively producing and retaining records of expenses.
- Processing time recording and billing.
- Distributing and reviewing client correspondence, answering calls, processing messages/actions.
- Sending client correspondence where required.
- Supporting the team with all administrative matters and providing Front of House cover as required.
- Supporting other secretarial staff within the firm together with ad hoc secretarial duties.
- Adhering to the firm’s Information Security standards, policies and procedures.
**Skills and Qualifications Required**
**Qualifications**:
- Educated to GCSE/Scottish Standard Grade in English, or with equivalent experience.
- In possession of a recognised qualification or relevant experience.
**Skills**:
- Relevant experience within a secretarial support, administrative or similar environment.
- Able to mentor and support less experienced colleagues.
- Understanding of best practice within an office environment.
- Appreciation of the firm and our market place.
**Personal Characteristics**
- A high level of accuracy and attention to detail.
- Excellent planning and organisational skills.
- Excellent interpersonal and communication skills, both written and verbal.
- Able and willing to learn new systems/processes/procedures.
- Team player with a hands-on motivational approach.
- A flexible approach to solving problems.
- Able to work proactively and autonomously
- A high degree of confidentiality and discretion with a strong sense of integrity.
**In addition to a competitive salary and access to our profit share scheme, we offer**:
- A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
- A collaborative and supportive work environment where your thinking and ideas are encouraged.
- On site mental health and wellbeing support
- A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
- Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.
That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.
For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.
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