Quick Registration: First Name *, Last Name *, e-mail *, Phone *, Sector, Location
Our client is a Global Financial Broking firm in London.
Positions available:
* Client Onboarding KYC Associate (5 days a week in London)
* Administration Assistant – Financial Services
* Financial Market making company
* Wealth and Asset Management firm
PA/Administrator - leading City consultants
Date: 21 Dec 2023
Sector: PA / SECRETARIAL
Type: Permanent
Location: London
Salary: £30,000 - 38,000 per annum
Email: brian@taylorjamesresourcing.com
Ref: BT8891
Role: PA/Administrator to £38,000
This leading consultancy, accounting, and business advisory firm offers an exceptionally friendly and team-oriented atmosphere and is continuing to grow. They are seeking an experienced PA/Administrator for one of their divisions.
This role is varied and involves working with a diverse and interesting range of clients. It is ideal for a candidate with PA or secretarial experience, potentially within a smaller organization or outside the City, looking to develop their career.
Responsibilities include:
* Supporting the Administration Manager with administrative tasks, including updating Practice Engine (PE), creating interim bills, staff reports, organizing training sessions, and booking performance review meetings.
* Managing the Admin Inbox, handling tasks such as bank letters, workspace setup, account amendments, document formatting, incoming post, and ad-hoc queries.
* Updating tracking logs such as the Client list, Billing spreadsheet, Accounts Log, and Staff in Office spreadsheet.
* Ensuring all work is completed within agreed timescales, escalating issues as necessary.
* Producing, formatting, and amending Word documents and management reports, including financial statements, following in-house formatting styles.
* Supporting team members and providing admin assistance as needed.
* Handling ad hoc reporting and assisting with administration projects.
* Supporting the production of marketing materials.
* Liaising with the Administration Manager to update staff and client databases.
* Managing tenders for new work and tracking progress.
* Maintaining up-to-date client files and regular filing and archiving.
* Creating interim bills weekly.
* Coordinating team members’ diaries.
* Ensuring stationery supplies are stocked.
* Producing documents from audio or handwritten notes in required styles.
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