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Job overview


  • Location

    Liverpool, Merseyside, N. W. England, England

  • Sector:

    Finance & Accountancy, Financial Services

  • Job type:


  • Salary:

    £25000 - £28000 per annum + benefits

  • Consultant:

    Rachael Brooks

  • Email:


  • Reference:


  • Published:

    about 1 year ago

  • Expiry date:


Our client is a prestigious Wealth & Investment Management company based in the heart of Liverpool city centre. Due to continued company growth, they are now looking to recruit a Secretary to support their Investment Directors.

Reporting to the Chief Investment Officer and sitting amongst the Investment Directors, the Secretary will be responsibile for:

  • Working closely with Investment Directors to provide full administrative support
  • Typing meeting notes and business-critical documents
  • Liaising directly with long-standing and new clients via phone, letter and email
  • Ensuring clients are given the best possible client experience
  • Acting as the main point of contact between the Investment Directors and other teams within the business
  • Being the main point of contact for clients
  • Being the 'go-to' person for client administration requests

The Secretary will meet the following skillset:

  • Extensives work history working in a heavily administrative or heavily secretarial based role within the professional services sector (legal, insurance, financial services, for example)
  • Proven experience of dealing with clients over the phone
  • Excellent working knowledge of Excel
  • Highly organised
  • Ability to speed-type (and ability to demonstrate this at interview stage)

This is an exciting opportunity for an experienced Secretary with a background in Professional Services looking to provide outstanding support to a team of high-performing Investment Directors.

The company promotes a collaborative company culture, a prestigious working environment and offers strong company benefits.

If you believe your CV meets the criteria of the Secretary listed above, please apply with a copy of your CV.

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