Job Description
Mayfair, London | Office Based | Fixed Term Contract - Maternity Cover
A fantastic opportunity has arisen for a bright, polished and highly organised Team Assistant to join a prestigious wealth management firm based in beautiful offices in Mayfair on a maternity cover contract.This is a varied and fast-paced role supporting a busy broking and investment team, ideal for someone with strong administrative skills, a proactive attitude and a genuine interest in financial services.The successful candidate will play a key role in ensuring the smooth running of the office, providing first-class support to both colleagues and clients.
Responsibilities include:
1. Supporting Investment Managers and the wider team with day-to-day administration
2. Meeting and greeting clients and providing a professional front-of-house service
3. Handling incoming calls, messages and client communications
4. Organising meetings, refreshments and team functions
5. Preparing meeting packs, portfolios and client documentation
6. Drafting correspondence, emails and marketing mail merges
7. Updating the CRM system and maintaining accurate client records
8. Assisting with account openings, transfers and client paperwork
9. Monitoring transfers and liaising with relevant third parties
10. Typing meeting and call notes into the in-house system
11. Managing post, stationery and office administration
12. Supporting marketing initiatives and printed materials
The ideal candidate will have:
13. Excellent organisational and prioritisation skills
14. Strong communication skills, both written and verbal
15. A confident and personable approach with clients and senior stakeholders
16. A proactive, can-do attitude and willingness to learn
17. The ability to multitask and remain calm under pressure
18. Strong attention to detail and accurate record keeping
19. Good technical and administrative skills
20. Previous customer service experience preferred
21. Previous financial services experience desirable
22. Degree educated or equivalent preferred
This is a wonderful opportunity to join a collaborative and supportive team environment with genuine long-term development potential within wealth management.
Hours are 9am - 5 Monday to Friday, with flexibility required during busy periods such as tax year-end.