We are looking for a Secretary to join a boutique firm of financial advisors in North West London. Working across data entry, compliance, client services and document management, candidates must have administrative experience, strong IT skills (Microsoft Office proficient) and ideally, numerate.Working amongst a friendly, supportive team, the offices are a short walk away from the closest train station, or, off street parking is easily accessible. Duties will include: * Liaising with high-net-worth clients and internal colleagues * Recording accurate, up to date information on company database* Entering critical information on to a variety of forms. * Digital file management * Obtaining valuations and statements from insurance companies, stockbrokers and clients* Requesting information from clients, solicitors and accountants * Supporting the wider team You will be: * Experienced in office administration* Excellent organisational and communication skills* Highly detail oriented - excellent attention to detail * Able to prioritise and manage deadlines efficiently * Good knowledge of Microsoft OfficeThis is a fantastic opportunity for a Secretary to work for a boutique, local firm, offering full training and insight into financial planning. Fame Recruitment is an equal opportunities employer. We continually strive to improve our processes around our diversity, equity and inclusion strategy.Due to high volumes of applications, we are unable to respond individually however, if you have not heard from a consultant within 24 hours then your application has been unsuccessful.
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Fame Recruitment Consultants Ltd
Posted 24 days ago, valid for 7 days
London, Greater London NW11 9NN, England
£24,000 - £28,800 per annum
Full Time
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Sonic Summary
- A boutique firm of financial advisors in North West London is seeking a Secretary with administrative experience and strong IT skills.
- Candidates should ideally have numerate skills and be proficient in Microsoft Office.
- The role involves data entry, compliance, client services, and document management, with duties including liaising with high-net-worth clients and managing digital files.
- The position offers a supportive team environment and is conveniently located near public transport with accessible off-street parking.
- Salary details are not specified, but candidates are expected to have relevant office administration experience.
