Executive Assistant Team Leader
Salary: Circa £55,000-£60,000 per annum + Exceptional Benefits Package
Location: London (hybrid working)
My client is a rapidly growing global organisation offering a range of services to the Professional Services sector. As part of their exciting growth plans an opportunity exists to join this business in an Executive Assistant Team Leader capacity.
They are looking for a Executive Assistant Team Leader to manage their Pensions client support executive team through the transition from traditional secretarial support to an elevated, client-focused Client Service Executive model. This is a working team leader role combining hands-on CSE delivery with day-to-day team coordination and workload management.
You will lead a team of CSEs across London and Manchester, supporting individual development, and maintaining professional standards and team cohesion. A key aspect of the role is building a positive, collaborative team culture and proactively managing the team to ensure excellent service levels. You will work closely with the Operations Lead to ensure seamless client service delivery and support the team through the evolving CSE role requirements.
This is a great opportunity for someone who has worked in a fast paced financial/professional services environment and who comes with experience of team leadership.
Key Duties:
* Client and engagement administration for portfolio of client engagements:
* Support client onboarding and scheme setup processes
* Strategic diary management and meeting coordination
* Client and engagement travel arrangements and logistics
* Engagement expense management and reconciliation
* Meeting preparation and follow up as needed from the Trustee/Client
* Undertaking client-specific chargeable work under direction of Trustee Directors
* Assist with operational aspects of client service delivery
* Coordinate client communications regarding meeting logistics, papers and reporting
* Generate engagement and client reports as needed by the engagement owners
* Systems and Technology Administration:
* Maintain client records and documentation in accordance with governance standards and across systems
* Maintain data quality across client records and engagement information across key systems
* Support technology adoption, and building confidence, helping Trustees use systems effectively
* Assist with system changes and upgrades including systems testing and communicating changes to the wider team
* Financial Coordination:
* Process invoicing including WIP review, billing runs and client queries
* Administer credit notes and rebills
* Maintain accurate time recording against the right time categories
* Understand basic engagement financials (revenues, costs and margin) to flag areas of concern
* Management information updates (margin, utilisation and time reports)
* Team Leadership:
* Line management of a team of CSE’s, carrying out performance reviews and setting the standard by example
* Support development and coaching of the broader team
* Allocate work fairly and evenly
* Facilitate team meetings and communication
* Process invoicing including WIP review, billing runs and client queries
* Understand basic engagement financials (revenues, costs and margin) to flag areas of concern
* Management information updates (margin, utilisation and time reports)
The Person:
- Team coordination or people management experience
- Professional services or financial services background
- Hands-on coordinator who balances delivery with team leadership
- Strong communicator who addresses behavioural issues confidently
- Organised problem-solver managing multiple, competing priorities with ease
- Connects with diverse personalities and supports people through change
- Remains calm under pressure and models professional standards
- Strong understanding of engagement administration and billing processes
- Systems administration experience or aptitude for technology
- Outstanding communication and organisational skills
- Experience with PSA systems (Kantata), CRM platforms (MS Dynamics) or similar
- Experience supporting multiple senior stakeholders simultaneously
The role is based from their London office, offering hybrid working with 3 days in the office and 2 days from home when you are up to speed. If you feel you have the qualities our client is seeking, please forward your CV and covering letter indicating your current package to Graeme Parker at GEM Partnership or for a discreet conversation call our Peterlee office.
GEM Partnership is acting as an employment agency on this vacancy.
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