Secretary required for our leading Colchester-based client work within their IFA team where you will have the opportunity to progress into a career as a paraplanner. As Secretary, it is essential that you possess strong audio typing skills where you will provide secretarial and administration support to ensure the smooth and efficient running of the IFA department. We are seeking an experienced secretary who is a team player, highly organised, possess excellent attention to details and able to work in a fast-paced environment.
The Role
Audio typing
Providing secretarial and administrative support to the team (to include producing documents, letters, filing and scanning)
Create high quality typed work with accuracy and at a high speed; format in accordance with house style.
Organise daily routine to ensure correspondence, documents and instructions dictated or given by Financial Planning Managers and Financial Planners are completed accurately and on time
Dealing with telephone calls from both clients and product providers
Database management
Dealing with post, internal and external, distribute and action as instructed
The Person
Must possess strong, proven audio typing skills
Strong attention to detail
Excellent communication skills, both verbal and written
Professional work attitude
Exceptional client care
Excellent organisational skills
The ability to work as part of a team as well as on their own
Benefits to you
Salary dependant on experience
Working hours Monday to Friday 9-5.30pm
Opportunity to progress career into a paraplanner
Holiday 25 days plus bank holidays
Opportunity to work or a leading very recognised law firm
