Team Secretary

Job title:

Team Secretary

Company

ACS Staffing Solutions

Job description

Job DescriptionTeam SecretaryBadbury£25,00008.30am – 17.00pm Monday to Thursday and 08.30am – 15.00pm on FridaysWe’re looking for a proactive Team Secretary / Assistant to join a fast-paced, client-first team. In this pivotal role, you’ll work alongside Financial Advisers to deliver exceptional service, ensure operational efficiency, and act as a trusted conduit between advisers, clients, and the broader team. This is more than an admin role-it’s about driving service excellence, building trust with clients, and enabling advisers to deliver their best.Key Duties:

• Be the right hand to the team of advisers-preparing detailed client meeting notes, review letters, and managing CRM updates with precision.
• Triage and respond to client queries, ensuring clarity, professionalism, and a solutions-first approach.
• Take initiative-anticipate needs, own tasks from start to finish, and make sure nothing slips through the cracks.
• Keep clients front and centre, ensuring exceptional outcomes and satisfaction in every interaction.
• Help streamline communication and workflow so advisers can focus on delivering strategic advice and growing the business.
• Stay commercially aware and up to date on markets, regulation, and financial industry trends.
• Manage case progress, follow up with prospects, and support the submission of compliant, accurate advice cases.

The Ideal Candidate:

• A sharp eye for detail and strong communication skills, both written and verbal.
• Natural problem-solving ability and the confidence to make decisions.
• A team-player mindset with a self-starter attitude.
• High-level organisation and time management skills.
• Professionalism, discretion, and a client-centric focus in everything you do.

Expected salary

£25000 per year

Location

Swindon

Job date

Sun, 04 May 2025 03:17:59 GMT

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