Investment Management Secretary

  • Job Reference: CLR050606
  • Salary: £Competitive
  • Location: London
  • Contact: Jamie Smith on +44 (0) 20 3372 6991 or

Our client is a leading Investment management company based in the City of London. The successful candidate will provide secretarial and administrative support for the Investment Managers in the ongoing service of the firm’s clients.

 Main Responsibilities: 

  •  Accurately transcribe dictation (audio/digital audio) within a reasonable time frame, using correct punctuation and grammar
  •   Proof read and check documents
  •   Present documents professionally and in an appropriate format
  •   Follow up promptly on unfamiliar terminology, unclear speech or corrections
  •   Maintain filing systems and update information regularly
  •   Book meetings, appointments and team travel arrangements
  •   Take minutes at various meetings as required
  •   Develop relationships with clients and maintain awareness of client relationships
  •   Proactively look for efficiencies and potential process improvements
  •   Prepare payment, transfer and other internal administration forms for investment manager sign-off
  •   Ensure internal CRM system is kept up to date
  •   Update client background notes and maintain tracker sheets
  •   Provide desk assistant cover during periods of high volume, illness or other absence


Qualifications, skills, experience and competencies needed


  •   Excellent written and verbal communication skills
  •   Able to develop and maintain excellent internal and external relationships
  •   Good customer facing skills
  •   Analytical and numerate
  •   Highly organised
  •   Able to multi-task and prioritise tasks effectively
  •   Fast and accurate typing skills, using audio and digital audio
  •   GCSE (or equivalent) English (grade C or above)
  •   Advanced user of Microsoft Excel, Outlook and Word


  •   Demonstrable interest in City Markets and Private Client Fund Management
  •   Over 2 year’s relevant financial services experience in client administration
  •   Experience of Microsoft PowerPoint and other packages
  •   An understanding of the UK Regulatory framework