Team Assistant

Joss Search & Selection Ltd; West End; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm seeks a Remote Team Assistant to support multiple MDs. The role focuses on client relationship management, CRM updates, and organizing internal processes. Ideal candidates are proactive and detail-oriented, with strong communication skills. This is a fantastic opportunity to join a collaborative team and make an impact. Benefits include a discretionary bonus, fully remote work, and generous holiday leave.

Benefits

Discretionary bonus

Fully remote work

25 days holiday plus bank holidays

Private medical and dental

Qualifications

• Strong administrative background with structured approach.
• Ability to work independently in a remote environment.
• Detail-oriented individual with solid coordination skills.

Responsibilities

• Manage client relationships and build market presence.
• Update and manage the CRM system.
• Prepare meetings including research and materials.
• Coordinate diaries, travel, and expenses.
• Implement best practices for team workflows.
• Provide support to senior EAs and handle requests.

Skills

Strong communication skills

Problem-solving skills

CRM experience

Organizational skills

Ability to manage multiple priorities

Tools

Salesforce

Job description

Team Assistant (Remote)

We’re working exclusively with a leading financial advisory firm on a fantastic new opportunity within their Secondaries team, the second-largest division in the business. This is a unique role for a proactive candidate looking to showcase their organisational skills, administrative expertise, and ability to bring structure to a fast-moving team of newly promoted MDs. The firm has a strong international presence across Europe, the US, and Asia, with a collaborative culture that thrives across time zones.

THE ROLE:

This 6-month fixed term contract, with the view to go permanent, will see you supporting four MDs in both administrative and sales-focused tasks. As the team hasn’t had an assistant before, you’ll play a pivotal role in implementing best practices and ensuring smooth workflows. Day-to-day responsibilities will include:

• Client relationship management and market building
• Updating and managing the CRM (Salesforce-based system)
• Meeting preparation including research and materials
• Coordinating diaries, travel (mainly within Europe), and expenses
• Structuring and managing internal processes and workflows
• Encouraging best practices and consistency across the team
• Providing overflow support to senior EAs
• Handling incoming requests and acting as a key point of contact

The ideal candidate would be someone excited to step into the heart of the business, helping the team stay organised, compliant, and efficient. Strong communication, problem-solving skills, and the ability to work independently will be key to success. We’re looking for a proactive and detail-oriented individual with solid coordination and CRM experience who thrives in a remote environment. You should feel confident managing multiple priorities, comfortable guiding others, and able to communicate with clarity and professionalism. While EA experience isn’t essential, a strong administrative background and structured approach will make you an excellent fit—especially if you’re open to progressing into a permanent role.

BENEFITS & DETAILS:

• Discretionary bonus
• Fully remote (initial training in London)
• Core hours 9:00am–5:30pm
• 25 days holiday plus bank holidays
• Private medical & dental
• And more!

This is a fantastic opportunity to join a leading firm and make a real impact as a Team Assistant—apply now!

Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together.