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Team Secretary Bristol

St. James's Place Wealth Management
Job LocationBristol
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

To provide a consistently high standard of secretarial support the Field Management Team to support in the achievement of all key objectives.Key Responsibilities:

  • Diary Management, including scheduling 1-2-1 meetings and observations.
  • Make travel and accommodation arrangements, ensuring efficient use of time and minimal expenditure.
  • Copy and audio typing at a fast speed and high standard.
  • Scan documents for upload on to in house database (OnBase).
  • Support location Projects such as office moves, location events, Partner compliance and reaccreditation.
  • Coordination of workshops, including invites, attendee lists, refreshments and bulk uploads.
  • All post to be distributed upon receipt and prepared in time for the daily collections.
  • Ordering of stationery and literature including some heavy lifting of stationary deliveries.
  • If responsible for Reception duties provide a professional and consistent welcome to all visitors and callers in line with our standards.
  • Report Facilities related issues in a timely fashion.
  • Distribution of internal communication to be completed where required including Facilities memos.
  • Maintain accurate records of archiving.
  • Reprioritise workload to ensure that all urgent work is actioned in a timely manner.
  • Be involved and contribute at team meetings.
  • Provide holiday cover for other team members where necessary.
    • Job Knowledge:
  • Diary Management, arranging travel and accommodation.
  • Copy and audio typing at a fast speed and high standard.
  • Scan documents for upload on to in house database (OnBase).
  • Coordination of workshops, including invites, attendee lists and refreshments.
  • All post to be distributed upon receipt and prepared in time for the daily collections.
  • Ordering of stationery and literature including some heavy lifting of stationary deliveries.
  • Provide reception cover to meet the business requirements.
  • To provide standard and ad hoc reports as required.
    • Business Expertise:
  • Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
  • Ensure that your actions are consistent with the culture of St. James?s Place.
  • Understand both corporate and location based objectives.
  • Consistently strive to be the best you can be.
  • Approach work positively with a can-do attitude and take responsibility for your tasks.
  • Intermediate/ advanced computer skills with knowledge of Microsoft packages.
  • Adhere to company health and safety policies.
    • Problem Solving:
  • Able to multi-task and work to deadlines, ensuring quality is never compromised.
  • Deliver a first-class service in accordance with Office Admin standards.
  • Demonstrate excellent communication skills, internally and externally.
    • Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box. We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start the conversation!Thank you for taking an interest in a career with St James?s Place Wealth Management. We are an equal opportunities employer and committed to ensuring all involved in the recruitment process will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation. How we Reward YouIn addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including a non-contributory pension, private medical insurance for you and your family, life assurance, equity participation opportunities, and an attractive holiday allowance, to name but a few.The Charitable FoundationWe are extremely proud of St. James?s Place Charitable Foundation, a grant-making charity where funds are raised and distributed through the St. James?s Place community. St. James?s Place Charitable Foundation has been supporting those in need since 1992, making a positive and lasting difference to people?s lives by awarding grants to charities registered in the UK to assist them in the incredible work they do every day. The Company matches all funds raised or donated, pound for pound.AwardsWe have received much recognition for the high quality of advice and service we provide to our clients. Most recently, this has included being voted the: Wealth Management Company of the Year at the City of London Wealth Management Awards 2018, Best Private Client Investment Manager? at the Wealth Adviser Awards 2018 and Best Wealth Manager at the Shares Awards for 2017How to ApplyTo apply for this role please click on the Apply button below. Required skills
  • Diary Management
  • Mailbox
  • Travel Arrangements
  • Hotel Booking

    • Keyskills :
    Mailbox Hotel Booking

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