Team PA, Wealth Management (4 days in office)

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

Job summary

A leading financial services firm is seeking a Team Assistant to support multiple MDs in London. The role involves managing diaries, liaising with clients, arranging travel, and maintaining confidentiality in a fast-paced environment. A great opportunity for a proactive team player with solid PA experience.

Benefits

Bonus

Additional benefits

Qualifications

• Experience in a PA role within Financial Services.
• Strong ability to manage multiple tasks efficiently.
• High level of professionalism and discretion.

Responsibilities

• Manage busy diaries and coordinate meetings.
• Organise travel arrangements and client hospitality.
• Handle invoices and manage CRM tasks.

Skills

Team Assistant experience

Calm under pressure

Team player

Positive self-starter

Maintain confidentiality

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 to support MDs and a 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:

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

Benefits:

• Bonus
• Additional benefits