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Team Assistant
Oriel Partners Limited
London
Hybrid
GBP 28,000
Full time
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Job summary
An exciting opportunity awaits a motivated individual to join a boutique wealth management firm as a Team Assistant. This role is perfect for someone looking to kickstart their career, offering a vibrant culture, excellent benefits, and opportunities for growth. As a Team Assistant, you will support the COO with various tasks, including diary management and client onboarding, while honing your skills in a professional environment. If you are a detail-oriented team player with strong communication abilities, this position could be the ideal fit for you. Don't miss the chance to be part of a supportive team in a dynamic setting!
Benefits
Qualifications
- Strong communication and organizational skills are essential.
- Attention to detail and a willingness to learn are key attributes.
Responsibilities
- Support the COO with diary and time management.
- Assist with client onboarding and account opening tasks.
Skills
Job description
Team Assistant
£28,000 + Bonus + Great benefits
Victoria, Central London
Hybrid 4:1
A fantastic opportunity has arisen for a first jobber who is looking to kickstart their career in a team assistant position. Working for a boutique, wealth management firm in the heart of Victoria. This role comes with excellent benefits, fabulous culture and opportunity for career progression!
Key Duties for the Team Assistant
- Support the COO with diary/time management
- Support the COO with their day-to-day responsibilities to include various Compliance tasks
- Support Client Onboarding and Account Opening
- Support Internal and External Cash movements including client callbacks
- Support Monthly Updates to clients/third parties
- Maintaining and updating client records
- Day to Day Client Queries
The Ideal Team Assistant
- Excellent communicator verbally and in written form
- Team player, with a willingness to learn
- Strong attention to detail
- Well presented and professional
- Highly organised and thorough
- Moderate/advanced Excel and Word skills
Benefits for the Team Assistant
- Core office hours 0830-1700 Monday to Friday
- 1-day WFH
- 25 Days holiday + bank holiday and Xmas/NY shut down
- Pension 6% Employer
- Death in Service x4 salary
- Private medical, dental, optical
- Regular social events, offsites and trips abroad!
If you are interested in this Team Assistant role, apply today!
We appreciate every application but are unable to respond individually to everyone due to the high volumes we receive.
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