Job Description
Team Assistant – Private Investment Location: Central London – Office-Based (5 days)Type: Permanent, Full Time Salary: £30k – £35K
About the Company
A boutique finance firm with an exceptional culture and beautiful offices. A close-knit, professional team.
Role Overview
The Team Assistant will support the finance team across client work, investment-related activity and day-to-day coordination, gaining valuable hands-on exposure to private investment and wealth management.
What You’ll Do
* Respond to adviser and associate queries
* Liaise with Operations and Investment teams
* Help prepare client-facing documents and presentations
* Support internal coordination across client and investment activity
* Assist with new business applications and client onboarding
Who You Are
* Degree educated, preferably in finance
* Some experience within financial services
* Strong communication and interpersonal skills
* Highly organised with excellent attention to detail
* Proactive, eager to learn and comfortable managing multiple tasks
* Strong Microsoft PowerPoint and Excel skills
Benefits
Fantastic offices, a supportive culture, strong professional development and a competitive package.
If you are ambitious, detail-driven and keen to develop a career in private investment, apply now.
REF: AD151572
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