Secretary / Pa

  • Competitive salary plus excellent benefits package
  • Maidstone, Kent
  • Whitehead Monckton

Whitehead Monckton is looking for a full time Secretary / Personal Assistant to join its busy Wealth Management team as soon as possible. This role is located at our Maidstone office and is a great opportunity for someone wishing to progress their career in a professional services environment. The main purpose of the role is to provide day to day PA support to the Branch Principle and secretarial/administrative support to the wider team

Duties will include:-

To prepare correspondence and documents through audio-typing (digital dictation) and word processing. This includes letters, complex meeting notes, memo’s and extensive reports;

Handling of incoming and outgoing calls, dealing with client enquires and responding to emails in a professional manner;

The accurate maintenance of various spreadsheets, logs and bespoke systems;

To ensure the latest versions of Raymond James account opening documentation forms are available online and directly assisting clients with online investor access issues;

To make appointments, arrange meetings and maintain up-to-date diary information for the department. This also includes making travel and accommodation arrangements;

The preparation of monthly MI reports;

To undertake general administration which includes collecting and distributing post, daily filing, stationary ordering, the opening, closing, storage and retrieval of files within the parameters of FCA policy and procedure;

To ensure the confidentiality of all client documentation and information;

Other duties as deemed necessary to fulfil the role;

In return we will be happy to reward the ideal candidate with an excellent salary and benefits package and the opportunity to work as part of a successful team.

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