Team Assistant in Ruislip

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.