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Team Administrator/Secretary – Professional Services. Full Time

at Taylor James Resourcing London in London (Published at 27-09-2023)


Team Administrator/Secretary – Professional Services To £27,000


For a candidate with good GCSEs or A levels combined with a secretarial or administration qualification and some office experience this could be an ideal opportunity to develop your career with this very well respected and extremely friendly firm of consultants and business advisors based in the City of London.


The company offers a generous benefits package and hybrid working opportunities.


Duties


To book meetings, ensuring that the firm’s procedures are followed.


To assist the Team with typing requirements, in particular producing documents from a variety of sources such as handwritten drafts and on screen material in the style and layout required by their authors or as required to comply with the firm’s standards.


To stand in for Team Administrators when they are absent from the office.


To save documents on the network according to the firm’s procedures, to ensure that other Team Administrators may gain access if required.


To ensure all documents produced are free from typographical errors and are grammatically correct.


Answer the telephone, transfer calls and take detailed messages to pass on in a timely manner.


Maintain weekly/bi-weekly meetings with relevant Directors to allow them to delegate.


Treat any tasks undertaken for relevant Directors with strict confidentiality and discretion where appropriate.


Setting up new clients in a timely manner and providing money laundering checks.


To respect and maintain the confidentiality of the processed material and ensure that any regulations concerning security or confidentiality (such as safeguarding passwords) are complied with.


To update/delete client charges to the database.


To update the system with lost clients or change of status clients.


Taking and processing credit card payments.


To assist with the administration of the fee protection service for clients.





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