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Contact Information:
i2i Recruitment Consultancy
2 Rockfield Business Park
Old Station Drive
Leckhampton
Cheltenham
Gloucestershire
GL53 0AN

Tel: 01242771021

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Business Solutions Secretary - CAT

Cheltenham

Business Solutions Secretary
£28,000-£30,000
Cheltenham
Amazing Benefits!

Communication
Managing a busy diary of appointments
Organisational skills - managing multiple tasks to ensure colleagues travelling, meetings and the office run smoothly.
Data management – there’s a lot of AML checks that you will be required to do, so ‘data management’ is important
Collaboration – you would have to collaborate effectively with lots of people in the business.
Technology proficiency - using office software (word, excel, outlook, powerpoint) to a high level of competency

We are looking for someone personable and confident as you will be the only secretary for this team so confidence is very important with this role.

Client On-boarding and AML Checks: Facilitate the on-boarding of new clients and conduct Anti-Money Laundering (AML) checks to ensure compliance.
Diary and Email Management: Efficiently manage various diaries and emails across the tax team, ensuring smooth communication and scheduling.
Booking travel and accommodation: Effectively organising necessary arrangements for meetings off site.
Correspondence and Administration: Handle daily correspondence and administrative tasks with precision and attention to detail.
Planning and Co-ordination: Being one step ahead and planning and co-ordinating anything relevant for partners and the wider team.

Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.