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Role Description We are looking to recruit an experienced secretary to provide high quality secretarial and administrative support within one of our Actuarial teams. Working closely with team members, the successful candidate will provide a range of support to the team and will also liaise closely with other secretaries across the Practice. The successful candidate will be highly motivated and possess key attributes around planning, organising and attention to detail.

Key responsibilities will include

• Responding to all meeting requests and arranging necessary resources.


• Collating material for internal and external meetings.


• Preparing agendas, correspondence and presentations.


• Note taking, typing and producing documentation as requested.


• Maintaining electronic and paper based client files.


• Arranging travel and accommodation requirements, producing itineraries fully as required.


• Proactively producing and retaining records of expenses.


• Processing time recording and billing.


• Distributing and reviewing client correspondence, answering calls, processing messages/actions.


• Sending client correspondence where required.


• Supporting the team with all administrative matters and providing Front of House cover as required.


• Supporting other secretarial staff within the firm together with ad hoc secretarial duties.


• Adhering to the firm’s Information Security standards, policies and procedures.

Skills and Qualifications Required

Qualifications:

• Educated to GCSE/Scottish Standard Grade in English, or with equivalent experience.


• In possession of a recognised qualification or relevant experience.

Skills:

• Relevant experience within a secretarial support, administrative or similar environment.


• Fully proficient in relevant Microsoft applications.


• Able to mentor and support less experienced colleagues.


• Understanding of best practice within an office environment.


• Appreciation of the firm and our marketplace.

Personal Characteristics

• A high level of accuracy and attention to detail.


• Excellent planning and organisational skills.


• Excellent interpersonal and communication skills, both written and verbal.


• Able and willing to learn new systems/processes/procedures.


• Team player with a hands-on motivational approach.


• A flexible approach to solving problems.


• Able to work proactively and autonomously


• A high degree of confidentiality and discretion with a strong sense of integrity.

We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.

That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.