Accessability Links

Team Assistant/Secretary

  • Location: London
  • Sector: Secretarial
  • Salary: £28000 - £30000 per annum + plus excellent benefits and bonus
  • Job type: Permanent
  • Date posted: 05/02/2020
  • Job reference: MM - 4773

Are you looking for more than a team assistant/secretarial role?

This is an excellent opportunity for a second jobber who wants to get involved with clients and administration.

My client who is a very well established wealth management company based in Mayfair is looking for a very well presented, spoken, articulate and bright individual to provide support to the client services team

Duties will include

  • Provide assistance to senior professionals by managing their diary, travel, expenses, gifts and entertainment.
  • Collate and check completeness of client onboarding and periodic review documentation
  • Handle client service and administration queries and calls
  • Prepare meeting packs and presentation documents
  • Process client information updates
  • Collate and despatch client reports
  • Validate payment/internal transfer instructions and create payment/internal transfer requests
  • Support the client onboarding and suitability processes by liaising with other departments.

Skills and experience required

  • Very good level of education
  • Excellent interpersonal and communication skills
  • Experience of working in a client service environment
  • Experience of working in a team
  • Keen to gain knowledge of financial services or wealth management
  • IT literate with good Microsoft Office skills, with intermediate to advance level on Excel
  • Excellent communication skills.
  • Organised with high attention to detail
  • Able to work under pressure, with the ability to prioritise

Who we work with

Other Clients