Great people. Great companies.

Team PA in Investments (ID:14458)

Job Role
PA Jobs
Contract Type
Perm
Location
Birmingham City Centre
Salary
29000
Date Added
30/05/2023
Date Expires
27/06/2023
Industry
Financial

My client is an established financial Services firm with a global reputation. An opportunity has arisen for a secretary to Support the Investments Team in a new role based at the Birmingham office. This role will be working 35 hours per week with only 2 days in the office.

This role will act as a key point of contact and provide comprehensive administrative and secretarial support to key stakeholders in the business unit.

• Managing internal/external meetings, including booking rooms
• Action administrative matters on behalf of the Partners, and the wider team as directed including Anti Money Laundering (AML) processes
• Pro-actively arranging all travel and accommodation requirements
• Maintain internal mailing groups
• Processing expenses
• Managing monthly time recording and billing process on behalf of the individuals you support
• Distribute, draw attention and deal with relevant client correspondence on behalf of the individuals you support
• Provide operational support including updating utilisation reports and logging write-off’s
• Ad hoc associated Secretarial duties, including organising social and networking events for the office

Applicants must have previous experience supporting a team and have good secretarial skills. Experience in financial services would be a bonus.
Katie Bard is acting as an agency and is an equal opportunities employer

For further information how Katie Bard acts as an employment agency or as an employment business see our legal information.

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