Team Secretary

Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses.

Our purpose is supported by our 3 core values:
Personal — we treat you as an individual
Partnership — we go further together
Performance — we strive for more

What will you be doing?

We’re seeking a talented individual to join our Forensics team as Team Secretary in our London Forensics team.

As a Team Secretary, you will manage business related tasks such as arranging meetings, organising travel and accommodation, creating reports and presentations, taking minutes, and other organisational tasks.

We are seeking an individual who is proactive, fast at solving problems and can manage multiple different tasks at one time. The individual should be able to work under time pressure and have experience as an executive or personal assistant. A strong work ethic is important together with a willingness to work collaboratively in a team.

As a Team Secretary, some of your responsibilities will include to:

• Provide full administrative support in any capacity to the Partners/Directors. This includes (list is not exhaustive): diary management, arranging meetings, travel bookings, monitoring email, conference registration, and other support as required
• Manage arrangements for the Partner in relation to confidential matters, such as appraisals and management meetings
• Providing the client with polite, friendly, and professional contact through all forms of communication
• Answering calls quickly and politely
• Ad hoc secretarial and administrative duties;
• Arranging client and internal meetings

To be successful in this role, you should demonstrate:

• Educated to GCSE level or equivalent
• Experience of working at a senior level
• Detailed knowledge of Outlook, Word, Excel, and PowerPoint
• Fast and Accurate typing
• Work well in a fast paced, pressurised environment with the ability to prioritise work
• Proactive approach to solving problems efficiently, with excellent communication skills

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.