Team Assistant – 12 Month Fixed Term Contract

Team Assistant – 12 Month Fixed Term Contract

Location: MayfairSalary: Competitive salary plus a generous benefits package

We are seeking a Team Assistant on a 12‑month FTC to provide reception and administrative support to the broking team.

Key Accountabilities

• Assist investment managers in the team as required
• Provide reception service; meeting and greeting clients
• Coordinate client communication; calls/messages / forward on as necessary
• Organise meetings and functions, including the provision of refreshments as required
• Help investment managers prepare for meetings, for example, collating new client packs or printing portfolios
• Compose letters and emails
• Mail merge work for marketing letters
• Update Figaro (client database) and other client-facing administration, including client payments, contract notes, and monitoring client debts
• Coordinate account opening and transfers, ensuring clients have correctly filled out the appropriate paperwork. Monitor transfers and liaise with relevant parties.
• Type meeting/phone call notes into in-house client data management system (CRM)
• Deal with the post – open / distribute in the morning and stamp / take to the post box in the evening
• File and order stationery
• Assist and coordinate marketing initiatives, for example, organise flyers to be printed

Key Competencies

• Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure
• Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology
• Customer Service: Positive attitude to find solutions in line with TCF principles; Uses customer feedback to improve service
• Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change
• Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others

Candidate Profile

• At least A-level qualified (or equivalent) is essential
• Will have a demonstrable interest in financial planning
• Will have at least 12 months of experience in a similar financial services environment
• Excellent planning and organisational skills
• Ability to prioritise under pressure

Contractual Hours

Full-Time Equivalent (37.5 hours per week or 42.5 hours per week)

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