As a Team Assistant and play a key role in supporting the Financial Planning Team in London. You will coordinate diaries, meetings, events and priorities, helping a busy team operate smoothly and effectively. This trusted and varied role is ideal for a proactive, organised Team Assistant who communicates confidently and takes pride in delivering exceptional support.
Responsibilities · Provide comprehensive administrative support to the Financial Planning Team, ensuring priorities and commitments are managed efficiently. · Manage complex diaries, schedule meetings, resolve clashes and prioritise commitments. · Track key tasks, deadlines and follow-up actions to support the effective management of workloads. · Coordinate internal, team and client meetings, including rooms, catering, agendas, papers and other logistics. · Take minutes where required, monitor agreed actions and follow up with relevant stakeholders. · Prepare and format presentations, management information, client documents, meeting papers and communications to a high standard. · Manage relevant inboxes, responding where appropriate, filing correspondence and flagging urgent or client-related matters. · Maintain accurate records and filing in line with internal procedures and confidentiality requirements. · Support client-related administration, liaising with colleagues to ensure queries, documents and follow-up actions are handled promptly and accurately. · Build strong working relationships with colleagues, clients and external contacts, acting as a professional and trusted point of contact. · Arrange travel, lunches, events and other commitments as required. · Monitor and submit expenses promptly, ensuring compliance with the Gifts and Entertainment Policy and other internal requirements. · Maintain awareness of wider Financial Planning priorities and provide overflow administrative support where needed. · Support team sessions and adviser-related events, ensuring materials and follow-up actions are in place. · Provide holiday and absence cover for comparable PA and administrative support roles when required.
Team Assistant in London employer: City Recruitment Associates Ltd
As an On-boarding Analyst in Wealth Management, you will thrive in a dynamic and supportive work environment that prioritises employee development and collaboration. Our company offers comprehensive training programs, competitive benefits, and a culture that values innovation and integrity, making it an excellent place for professionals seeking meaningful and rewarding careers in the financial sector.
Contact Details:
City Recruitment Associates Ltd Recruitment Team
