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- Tasks: Support a busy team by managing diaries, coordinating meetings, and handling client hospitality.
- Company: Join a leading firm in Financial Services with a dynamic and professional environment.
- Benefits: Enjoy a competitive salary, bonus, and great benefits including career development.
- Why this job: Be part of a fast-paced team where your contributions directly impact client success.
- Qualifications: Experience as a Team Assistant in Financial Services and strong MS Office skills required.
- Other info: This is a maternity cover role with potential for growth in a supportive team.
The predicted salary is between 42000 - 58000 £ per year.
Team Assistant, Private Clients (1 year maternity cover FTC) - March 2026 start! £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 MD and busy team of Client Advisers.
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 Assistant, Private Clients employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant, Private Clients
✨Tip Number 1
Network like a pro! Reach out to your connections in the Financial Services sector. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and practice common questions. Show them you’re not just a Team Assistant, but the perfect fit for their team.
✨Tip Number 3
Don’t underestimate the power of follow-ups. After an interview, drop a quick thank-you email. It shows your enthusiasm and keeps you on their radar!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Team Assistant, Private Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your secretarial and PA experience specifically 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 achievements!
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 Team Assistant role. Share your passion for client-facing environments and how you thrive under pressure – we love a positive self-starter!
Show Off Your MS Office Skills: Since strong MS Office skills are a must-have, make sure to mention any specific software or tools you’re proficient in. If you’ve got any examples of how you’ve used these skills in past roles, definitely include those!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Aldrich & Company Limited
✨Know Your Financial Services
Make sure you brush up on your knowledge of the Financial Services sector. Understand the key players, current trends, and any recent news that might affect the industry. This will show your potential employer that you're not just a Team Assistant, but someone who is genuinely interested in the field.
✨Demonstrate Your Organisational Skills
Since the role involves managing busy diaries and coordinating meetings, be prepared to discuss specific examples of how you've successfully organised complex schedules in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your ability to stay calm under pressure.
✨Show Off Your Team Spirit
As a Team Assistant, being a team player is crucial. Think of instances where you've collaborated effectively with others or supported your colleagues in a busy environment. Share these stories during your interview to illustrate your teamwork skills and positive attitude.
✨Master the Tech
Strong MS Office skills are essential for this role. Before your interview, make sure you're comfortable with all the relevant software, especially Excel and PowerPoint. You might even want to prepare a quick demonstration of your skills or mention specific projects where you've used these tools effectively.
