PA/Administrator - leading City consultants.

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

Date: 21 Dec 2023
Sector: PA / SECRETARIAL
Type: Permanent
Location: London
Salary: £30,000 - 38,000 per annum
Email:
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.