Product Features
Blog
Contact Us
Sign In
Carousel Consultancy Ltd
,
London, Greater London
Part Time Investment Secretary
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £32,000 per annum |
Overview
Investment Secretary - Part Time Job Share - City Investment Management - up to £34k pa Our client, a City based Investment Management company, is looking for an experienced Part Time Investment Secretary / Desk Assistant to join them approximately 3-4 days / week as a job share. Although this is primarily a secretarial based role, the role will be client facing and will involve liaising and maintaining business relationships with High Net Worth Individuals (HNWIs) therefore impeccable communication and interpersonal skills are key. The ideal candidate will possess previous experience as a Secretary in Wealth Management / Investment Banking or Financial Services and will be dynamic, hard working, highly organised and able to 'hit the ground running’. This role is deemed 80% Secretarial and 20% Desk Assistant. It is a part time, job share role of approximately 3-4 days per week and our client may be able to be flexible over working hours. Key responsibilities as the Part Time Investment Secretary role will include: Audio and digital typing Proofreading and checking documentation Booking meetings, appointments and travel arrangements Developing and maintaining client relationships Taking minutes at meetings Preparing payment, transfer and other internal admin forms for investment manager sign-off Maintaining CRM system Updating client background notes and maintaining tracker sheets Providing Desk Assistant cover when needed Plus more The ideal candidate will possess: Previous Secretarial / Desk Assistant experience within a Wealth Management, Investment Banking or Financial Services environment Experience in financial services client administration (2 years) (desirable) Excellent written and verbal communication skills Fast, accurate typing Demonstrable ability to build and maintain business relationships Highly organised, methodical and meticulous nature Analytical and numerate Ability to multi-task, prioritise and work to deadlines Desire to work in a part time / job share role PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint Interest in City Markets and Private Client Fund Management (desirable) An understanding of the UK Regulatory framework ( advantageous) This incredibly interesting Part Time Investment Secretary / Desk Assistant role will challenge the right candidate; if this is what you’re looking for, please submit your CV quoting 'AE- Part Time / Job Share Investment Secretary’