Team PA, Wealth Management (4 days in)

Aldrich & Co.; City Of London; On-site; GBP 50,000 - 58,000; Full time

Job summary

A leading Financial Services firm in City Of London is searching for a dedicated Team Assistant to support managing directors and the team. The ideal candidate will thrive in a fast-paced, client-facing environment and possess essential experience from the Financial Services sector. Responsibilities include diary management, client liaising, and general administrative tasks. Candidates should be team players with excellent MS Office skills and a positive approach.

Benefits

Bonus

Benefits

Qualifications

• Proven experience as a Team Assistant/PA in the Financial Services sector.
• Self-starter with a positive attitude and sense of humour.
• Strong ability to maintain confidentiality and manage pressure.

Responsibilities

• Manage busy diaries for MDs and the team.
• Coordinate meetings and liaise with clients.
• Organise client hospitality and travel arrangements.
• Handle invoices and expenses.
• Perform CRM tasks and general desk administration.

Skills

Team Assistant experience

Ability to stay calm under pressure

Team player

Strong MS Office skills

Job description

Salary: £50,000

Are you a Team Assistant with secretarial/PA experience gained within the Financial Services sector?

Do you enjoy working in a professional, fast-paced and client facing environment?

Our client is a leader in Financial Services and is looking for a true team player free to support MDs and small team.

What you’ll be doing day-to-day:

• Managing busy diaries
• Liaising with clients and coordinating meetings
• Organising client hospitality
• Travel arrangements
• Handling invoices and expenses
• CRM tasks, Desk admin

The skills you need to bring:

• SolidTeam Assistant (PA)experience, from FinancialServices sector (essential)
• Ability to stay calm under pressure
• Team player and a sense of humour
• Positive self-starter
• Ability to maintain high level of confidentiality
• Strong MS Office skills

• + bonus
• + benefits