- I love to walk my two dogs I have a Cocker Spaniel named Rosie and an English Springer Spaniel named Blane
Tracy McIvor
Glasgow,Rutherglen
Summary
Skilled Secretary with over 30 years of experience in providing exceptional administrative and secretarial support in the financial services sector. Demonstrates proficiency in document production, minute-taking, and multi-priority management, ensuring accuracy and attention to detail. Proficient in Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel. Proven track record of supporting teams effectively at Rathbones, Smith & Williamson, and Brewin Dolphin in Glasgow. Committed to enhancing organisational efficiency through strong written and verbal communication skills.
Overview
20
20
years of professional experience
Work History
Secretary
Rathbones
Glasgow
04.2014 - 09.2026
Secretary
Smith & Williamson
Glasgow
04.2008 - 03.2014
- Audio typing
- Filing
- Printing
Secretary
Brewin Dolphin
Glasgow
03.2007 - 12.2007
Education
GCSEs (or equivalent) - including English and Mathematics
Q
Recognised administration, secretarial, or business support qualification - desirable
Skills
- Administrative support
- Secretarial support
- Team support
- Written communication
- Verbal communication
- Minute-taking
- Document production
- Accuracy
- Attention to detail
- Organisational skills
- Time management
- Microsoft Office
- Outlook
- Word
- PowerPoint
- Excel
- Multi-priority management
- Deadline management
Custom Section
To provide high-quality administrative, secretarial, and operational support to one or more Investment Management teams, ensuring the smooth and efficient day-to-day running of the department., Provide comprehensive administrative and secretarial support to Investment Managers and wider team members., Manage diaries, coordinate meetings, and arrange appointments as required., Organise meeting rooms and facilities, including catering and equipment requirements., Maintain accurate records and filing systems, ensuring information is stored securely and can be easily accessed., Prepare correspondence, reports, presentations, and other documentation to a consistently high standard., Draft, format, proofread, and distribute client communications using information provided by Investment Managers and other stakeholders., Produce letters, emails, presentations, and supporting materials in line with company standards and regulatory requirements., Ensure all communications are accurate, professional, and issued within agreed timescales., Attend meetings where required and produce accurate meeting minutes and action logs from dictation, notes, recordings, or other source materials., Track actions arising from meetings and support teams in monitoring completion., Prepare meeting packs and supporting documentation in advance of meetings., Provide general office support, including printing, binding, scanning, and document management., Coordinate room bookings, visitor arrangements, and team meetings., Maintain office supplies and liaise with internal support functions where necessary., Support onboarding and administrative activities for new team members., Ensure administrative processes are completed accurately and efficiently., Identify opportunities to improve team processes and administrative practices., Maintain confidentiality and always handle sensitive information appropriately., Support adherence to internal policies, procedures, and regulatory requirements., Experience in an administrative, secretarial, or team support role., Excellent written and verbal communication skills., Strong minute-taking and document production skills., High level of accuracy and attention to detail., Strong organisational and time management skills., Proficiency in Microsoft Office applications, particularly Outlook, Word, PowerPoint, and Excel., Ability to manage multiple priorities and deadlines., Experience supporting professionals within financial services or a regulated environment., Experience producing client-facing communications., Knowledge of Investment Management or Wealth Management practices., GCSEs (or equivalent), including English and Mathematics., Recognised administration, secretarial, or business support qualification desirable., Timely and accurate production of client communications and documentation., High-quality meeting minutes and effective action tracking., Efficient coordination of team administrative activities., Positive feedback from Investment Management teams and stakeholders., Consistent compliance with operational, risk, and regulatory requirements., We Aim High (ambition), We Get It Done (personal accountability), We Show We Care (empathy), We Do The Right Thing (the greater good), Maintain an understanding of the regulatory environment relevant to the role and comply with all applicable regulatory requirements., Understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my role and responsibilities., You must act with integrity., You must act with due skill, care and diligence., You must be open and cooperative with the FCA, the PRA and other regulators., You must pay due regard to the interests of customers and treat them fairly., You must observe proper standards of market conduct., You must act to deliver good outcomes for retail customers.
Interests
Timeline
Secretary
Rathbones
04.2014 - 09.2026
Secretary
Smith & Williamson
04.2008 - 03.2014
Secretary
Brewin Dolphin
03.2007 - 12.2007
GCSEs (or equivalent) - including English and Mathematics
Q