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Team Assistant, Team Support, PA, Investment Management Firm, London
Client:
JJ SEARCH LIMITED
Location:
London, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
2
Posted:
21.03.2025
Expiry Date:
05.05.2025
Job Description:
SALARY: 28-32K
The Company
Our client is a respected boutique Wealth Management company that invests on behalf of private clients and focuses on their Wealth Planning/Financial Planning needs.
The Role
This is a fantastic opportunity for an experienced Team Assistant / PA to join our client's business who are a Wealth Management Firm based in London.
The successful candidate will support a Senior Management team in a range of PA, administrative, and organisational tasks, while also working closely with the Client Services Managers, providing support on client-related administration.
The Team Assistant / PA will manage incoming and outgoing calls, maintain the Wealth Management Team and individual calendars, and support with any location arrangements, minutes, and follow-up actions when required.
The Team Assistant / PA is expected to confidently deal with any Wealth Management client queries, letters, expenses, and gifts and entertainment, as well as organise and coordinate team and broker events, including lunches or any catering requirements that may need organising.
The Candidate
1-2 years’ experience in a PA / Team Assistant role, ideally within Financial Services or Professional Services, although candidates from other professional and corporate office environments will also be considered.
Strong MS Office IT Skills.
Organised with attention to detail.
Discretion and confidentiality.
Ability to pivot and cope with last-minute changes of plans.
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