Team Secretary - Edinburgh, United Kingdom - Hymans Robertson LLP

Hymans Robertson LLP
Hymans Robertson LLP
Verified Company
Edinburgh, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
We are recruiting for a Team Secretary to join our I&FS team. The role will see you provide high quality, efficient secretarial and administrative support to our busy team in Edinburgh. We have grown our team and recently recruited a number of consultants.

The role will involve working closely with our existing support team who are an integral part of the success of I&FS.


Key responsibilities include

Secretarial duties

  • Updating online sales management tools to track pipeline activity and client meetings to assist in reaching monthly client meeting targets.
  • Maintaining contact database for new clients/mailings within Dynamics, identifying and adding new contacts to build I&FS mailing list and using LinkedIn.
  • Coordinating and organising all meeting requests and arranging necessary resources/rescheduling where required.
  • Collating background information, presentation packs and other material for internal meetings, where required.
  • Minute taking, producing agendas, taking ownership of actions, and following up to completion
  • Managing, prioritising, and filing of mail inbox and diaries for selected senior individuals.
  • Planning and arranging travel and accommodation requirements, producing and coordinating itineraries and travel plan/directions.
  • Processing expenses and billing in line with firmwide timescales.
  • Liaise with other key stakeholders across the firm where appropriate, i.e., Finance and Dynamics 365 team

General

  • Developing good rapport and relationships with key contacts at our client's to promptly coordinate meetings.
  • Supporting the team with all administrative matters and occasionally providing front of house cover as required (training on this is provided)

Qualifications, skills, and attributes

  • Educated to GCSE or equivalent level in English, or with equivalent experience.
  • High level of accuracy and attention to detail.
  • Excellent planning, time management and organisational skills.
  • Adept at learning new systems, processes, and procedures.
  • Team working focused, and able to work autonomously when required.
  • Proactive with a flexible approach to solving problems.
  • Demonstrates initiative and works with high degree of discretion and integrity around confidential matters.
  • Excellent interpersonal and communication skills (verbal and written).
  • Relevant experience in the provision of support to senior team members, including diary management and travel arrangements.
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