Team PA, Wealth Management – City (4 days in) - 22713 in London
Team PA, Wealth Management – City (4 days in) - 22713

Team PA, Wealth Management – City (4 days in) - 22713 in London

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
Aldrich & Co

At a Glance

  • Tasks: Manage busy diaries, coordinate meetings, and handle client hospitality.
  • Company: Leading Financial Services firm with a dynamic team environment.
  • Benefits: Competitive salary, bonus, and comprehensive benefits package.
  • Why this job: Join a fast-paced team and support top executives in a thriving sector.
  • Qualifications: Experience as a Team Assistant in Financial Services and strong MS Office skills.
  • Other info: Ideal for those who thrive under pressure and enjoy a collaborative atmosphere.

The predicted salary is between 36000 - 60000 £ per year.

£50,000 + bonus + benefits

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 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 Financial Services 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

Team PA, Wealth Management – City (4 days in) - 22713 in London employer: Aldrich & Co

Join a leading Financial Services firm that values teamwork and professionalism, offering a dynamic work culture where your contributions are recognised and rewarded. With competitive salaries, bonuses, and a range of benefits, this role as a Team PA in the City provides ample opportunities for personal and professional growth in a fast-paced environment. Experience a supportive atmosphere that encourages collaboration and fosters a sense of belonging among employees.
Aldrich & Co

Contact Detail:

Aldrich & Co Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Team PA, Wealth Management – City (4 days in) - 22713 in London

Tip Number 1

Network like a pro! Reach out to your connections in the Financial Services sector and let them know you're on the hunt for a Team PA role. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for those interviews by practising common questions related to diary management and client liaison. We recommend role-playing with a friend to get comfortable talking about your experience and how you handle pressure.

Tip Number 3

Show off your organisational skills! When you get the chance, share examples of how you've successfully managed busy schedules or coordinated meetings in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.

We think you need these skills to ace Team PA, Wealth Management – City (4 days in) - 22713 in London

Team Assistant Experience
Secretarial Skills
Diary Management
Client Liaison
Meeting Coordination
Client Hospitality Organisation
Travel Arrangements
Invoice Handling
Expense Management
CRM Tasks
Desk Administration
Ability to Work Under Pressure
Team Player
Confidentiality
MS Office Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Team Assistant in the Financial Services sector. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your relevant experience!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role and how your background aligns with our needs. Keep it professional but let your personality come through – we love a bit of character!

Showcase Your Skills: When filling out your application, make sure to highlight your MS Office skills and any experience managing busy diaries or client interactions. We’re looking for someone who can handle pressure with a smile, so let us know how you do that!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you get all the latest updates. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Aldrich & Co

Know Your Stuff

Make sure you brush up on your knowledge of the Financial Services sector. Understand the role of a Team PA and how it supports the MDs and the team. Familiarise yourself with common industry terms and practices, as this will show that you're not just a fit for the role but also genuinely interested in the field.

Showcase Your Skills

Prepare to discuss your experience managing busy diaries, coordinating meetings, and handling client interactions. Have specific examples ready that highlight your organisational skills and ability to stay calm under pressure. This is your chance to demonstrate that you can thrive in a fast-paced environment.

Be a Team Player

Since the role requires a true team player, think of instances where you've successfully collaborated with others. Share stories that illustrate your ability to support colleagues and contribute positively to a team dynamic. A sense of humour can go a long way, so don’t be afraid to let your personality shine through!

Master the Tech

Strong MS Office skills are essential, so make sure you're comfortable with all the tools you'll be using. If there are any specific software or CRM systems mentioned in the job description, do a bit of research and be prepared to discuss your proficiency with them. This will show that you're ready to hit the ground running.

Team PA, Wealth Management – City (4 days in) - 22713 in London
Aldrich & Co
Location: London

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