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- Tasks: Support MDs by managing diaries, coordinating meetings, and handling client hospitality.
- Company: Join a leading firm in Financial Services known for its professional environment.
- Benefits: Enjoy a competitive salary, bonuses, and various corporate perks.
- Why this job: Be part of a dynamic team where your contributions truly matter and make an impact.
- Qualifications: Experience as a Team Assistant in Financial Services and strong MS Office skills required.
- Other info: This role is based in the City, with a 4-day in-office schedule.
The predicted salary is between 40000 - 60000 £ per year.
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
- 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) - 927629 employer: 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) - 927629
✨Tip Number 1
Network within the financial services sector. Attend industry events or join relevant online forums to connect with professionals who might provide insights or referrals for the Team PA role.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in wealth management. Being well-versed in CRM systems and MS Office will give you an edge during interviews.
✨Tip Number 3
Prepare examples of how you've successfully managed busy schedules and client interactions in previous roles. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Showcase your team player attitude by discussing past experiences where collaboration was key to achieving goals. Highlighting your sense of humour can also make you memorable to interviewers.
We think you need these skills to ace Team PA, Wealth Management – City (4 days in) - 927629
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Team Assistant or PA, particularly within the financial services sector. Emphasise your skills in managing busy diaries, client liaison, and any relevant software proficiency.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to handle pressure, maintain confidentiality, and work effectively as part of a team.
Highlight Relevant Skills: In your application, clearly outline your strong MS Office skills and any other relevant tools you are proficient in. Provide examples of how you've used these skills in previous roles to support teams and manage tasks efficiently.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a professional environment.
How to prepare for a job interview at Aldrich & Co
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience as a Team Assistant or PA within the financial services sector. Be prepared to discuss specific tasks you managed, such as diary management and client liaison, to demonstrate your understanding of the industry.
✨Demonstrate Your Organisational Skills
Since the role involves managing busy diaries and coordinating meetings, be ready to provide examples of how you've successfully organised complex schedules in the past. Discuss any tools or methods you use to stay organised and efficient.
✨Emphasise Your Team Player Attitude
The company is looking for a true team player, so be sure to convey your collaborative spirit during the interview. Share examples of how you've worked effectively with others, supported colleagues, and contributed to a positive team environment.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle pressure and maintain confidentiality. Think of scenarios where you had to manage tight deadlines or sensitive information, and explain how you navigated those situations while keeping a sense of humour.
