Meraki Talent is partnering with a Wealth Management firm, who are looking for a Document Control Assistant, who will have experience managing high-volume documents in a Financial Services environment.
Document Control Assistant responsibilities:
Receive, log and distribute incoming and outgoing documents
Ensuring all documents are accurately filed, both physical and electronic.
Scan, file and archive document in line with policies and procedures.
Produce reports and statements on behalf of the Operations team
Assisting with gathering statistics and gathering information on a re-occurring basis.
Supporting with document audits.
Working in collaboration with the projects team to deliver reports and documents on time.
Notify internal stakeholder of updates and regulatory framework changes.
Responsible for preparing and printing all documents on behalf of the team
Personal Specification:
Previous experience managing documents in an efficient organisational way.
Experienced with mail merging and printing large scale documents
Previous experience working in Financial Services, Wealth Management, Investment, Private Equity.
Excellent Microsoft Excel skills
Strong attention to detail
Ability to quickly and accurately
For a private and confidential discussion please contact Yasmin Soames, available on or please call me on .
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