Mayfair, London | Office Based | Fixed Term Contract - Maternity Cover
A fantastic opportunity has arisen for a bright, polished and highly organised Team Assistant & Receptionist 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:
* Supporting Investment Managers and the wider team with day-to-day administration
* Meeting and greeting clients and providing a professional front-of-house service
* Handling incoming calls, messages and client communications
* Organising meetings, refreshments and team functions
* Preparing meeting packs, portfolios and client documentation
* Drafting correspondence, emails and marketing mail merges
* Updating the CRM system and maintaining accurate client records
* Assisting with account openings, transfers and client paperwork
* Monitoring transfers and liaising with relevant third parties
* Typing meeting and call notes into the in-house system
* Managing post, stationery and office administration
* Supporting marketing initiatives and printed materials
The ideal candidate will have:
* Excellent organisational and prioritisation skills
* Strong communication skills, both written and verbal
* A confident and personable approach with clients and senior stakeholders
* A proactive, can-do attitude and willingness to learn
* The ability to multitask and remain calm under pressure
* Strong attention to detail and accurate record keeping
* Good technical and administrative skills
* Previous customer service experience preferred
* Previous financial services experience desirable
* 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 - 5.30pm Monday to Friday, with flexibility required during busy periods such as tax year-end.