Role Overview & Mandate
Executive Summary
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets....
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Sources: USCIS E-Verify & Home Office CoS
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Secretary
Location: Bournemouth
Role Purpose:
Typing and Reception duties. Providing support to secretarial team and Investment Managers.
Description of the key responsibilities:
Secretary to IM's, support other secretaries and some reception duties when required.
- Minute taking experience not essential but useful
- Excel basic knowledge essential –to allow input of date and printing (training given)
- Typing using template letters essential
- Telephone/Reception duties experience essential, but training given
- Ordering of supplies
- To have the ability to work as a team member essential
- Managing with help of the team, the incoming requests from the Secretaries Task box (basic printing and sending out letters/statements)
- Archiving
Any other attributes that would be helpful, but not essential for the role?
- Excel
- Logging of post
- New business spreadsheet/pipeline
- Printing off reports on excel
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
