Dedicated Secretary

We are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. We aim to continue our growth by recruiting talented and committed individuals that have the desire to learn and develop. We strive to employ staff who share our values and can bring special skills - enhancing the service that we provide to our clients.
At Barnett Waddingham, we are currently recruiting a new opportunity for a Dedicated Secretary to join our Secretarial business area. This will be a Hybrid role and based in one of our Cheltenham, Birmingham, Liverpool, Amersham or Leeds offices.
The role of our Secretarial Services hub area is to provide central and dedicated secretarial administration to all business areas, employees, and Partners at Barnett Waddingham. This Dedicated Secretary position forms part of a small, dedicated support team and is responsible for delivering a bespoke secretarial service.
The successful Dedicated Secretary will be a self-starter who is proactive and confident, with excellent relationship building abilities.
Responsibilities
Calendar and Inbox Management.
Scheduling and coordination of meetings, managing associated logistics and requirements, including booking events, training, conferences, and seminars as required.
Organising and booking business travel and accommodation.
Administering new client set up, ensuring all compliance requirements are adhered to.
Document production and proof checking, including reports, letters, pitches.
Updating contact data and record keeping.
Creating purchase requisitions and maintaining receipting of services.
Attendance and minuting of meetings as applicable.
Maintaining e-filing and record keeping in accordance with dedicated service requirements.
Electronic expense submissions and credit card reconciliations.
Provide insight and updates of dedicated service achievements and opportunities, to assist Dedicated Service Team Manager with development of team and workstream provision.
Qualifications/Experience
Experience of dedicated Secretary roles and ability to demonstrate a clear understanding of processes and support required to deliver professional secretarial service.
Experience and confidence in arranging and managing calendars/schedules on behalf of others.
Excellent standard of Document creation, formatting, and proof checking.
Discretion and confidentiality are essential attributes required in service delivery.
Advanced Microsoft Office skills, and technically adept at manipulating data within the various software packages.
Confidence in learning new technical systems and processes.
Have 5 GCSE’s, National 4/5s (Scotland) or equivalent at Grade 4 (C) or above, including Maths and English.
Educated at Degree level or equivalent, desirable.
A background in Professional Services is preferred, but not essential.
Strong professional communication and interpersonal skills.
Benefits Summary
Competitive discretionary annual bonus.
Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading.
A generous pension scheme where we contribute 8% of your salary from day one of your employment.
Employee Assistance Programme to support you and your family through any concerns or challenges you may experience.
A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies.
Accessibility
We are a Disability Confident Employer. If you have a disability, learning difficulty, medical condition, or individual need, which you believe may affect your performance during our selection process, we’ll be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills.
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