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For Companies At a Glance
- Tasks: Support advisors and office operations in a fast-paced financial services environment.
- Company: Join a prestigious Wealth Management firm in Mayfair with low staff turnover.
- Benefits: Enjoy hybrid work, 25 days off, medical insurance, and a discretionary bonus.
- Why this job: Gain valuable experience and contribute to a successful team in a dynamic setting.
- Qualifications: 1 year of relevant experience, strong communication skills, and proficiency in Microsoft Office.
- Other info: Perfect for proactive individuals eager to learn and grow in finance.
The predicted salary is between 30000 - 42000 £ per year.
Equifind have partnered with a prestigious Wealth Management firm based in Mayfair, London, in search of a Team Assistant. This role offers the opportunity to support both the professional advisors and office operations in a dynamic and fast-paced environment within financial services.
Due to the size of the company, there is so much to learn and be exposed to. They have nearly no staff turnover and offer a great career.
The successful candidate will be both well-presented and also have very strong communication skills, both in the written form, as well as verbal. If you are a proactive and detail-oriented individual looking to contribute to a successful Wealth Management business in Mayfair, we invite you to apply for this exciting opportunity.
The Role:
The key responsibilities for the Team Assistant for the Wealth Manager based in Mayfair will be:
- Support office operations by coordinating meetings, managing office supplies, and handling administrative tasks.
- Assist with HR functions such as onboarding new employees and maintaining employee records.
- Provide administrative support to the team and senior management as required.
- Handle ad-hoc projects and tasks as assigned.
- Organise and co-ordinate team and broker events, get-togethers, and lunches, ensuring that catering and all other requirements are in place.
Application Criteria:
To be considered for the role of Team Assistant working for this Wealth Management firm based in Mayfair, candidates should ideally have:
- 12-Months’ experience of working in a similar role within Financial Services (Insurance/Real Estate/Legal).
- Previous exposure to office administration.
- Strong organisational skills and attention to detail.
- Proficiency in Microsoft Office.
- Excellent communication and interpersonal skills.
- Ability to multitask and prioritise tasks effectively.
Compensation:
The Permanent Team Assistant role working for this Mayfair based leading Wealth Manager will be paid a competitive market based salary and will offer:
- Hybrid work pattern.
- Employer pension contribution.
- 25-days annual leave.
- Medical and dental insurance.
- Discretionary bonus.
- Other additional benefits.
Team Assistant employer: Equifind
Contact Detail:
Equifind Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant
✨Tip Number 1
Familiarize yourself with the financial services industry, especially wealth management. Understanding the terminology and current trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Highlight your organizational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. This will demonstrate your ability to multitask effectively.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or connect with people on LinkedIn to gain insights and potentially get referrals for the Team Assistant position.
✨Tip Number 4
Showcase your proficiency in Microsoft Office by being prepared to discuss specific tools and features you’ve used in past roles. This will reinforce your capability to handle administrative tasks efficiently.
We think you need these skills to ace Team Assistant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Team Assistant position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 12 months of experience in a similar role within Financial Services. Be specific about your previous office administration tasks and how they relate to the responsibilities listed in the job description.
Showcase Communication Skills: Since strong communication skills are crucial for this role, provide examples in your application that demonstrate your written and verbal communication abilities. Consider including instances where you successfully coordinated meetings or events.
Tailor Your Application: Customize your CV and cover letter to reflect the values and culture of the Wealth Management firm. Mention your proactive nature and attention to detail, as these traits are essential for the Team Assistant role.
How to prepare for a job interview at Equifind
✨Dress to Impress
Since the role is within a prestigious Wealth Management firm, make sure to dress professionally. A well-presented appearance can create a positive first impression and show that you take the opportunity seriously.
✨Showcase Your Communication Skills
Given the emphasis on strong communication skills in the job description, be prepared to demonstrate your verbal and written abilities. Practice articulating your thoughts clearly and concisely, and consider bringing examples of your written work.
✨Highlight Relevant Experience
Make sure to discuss your 12-months’ experience in a similar role within Financial Services. Be specific about your responsibilities and how they relate to the tasks mentioned in the job description, such as coordinating meetings and handling administrative tasks.
✨Prepare for Scenario Questions
Expect questions that assess your ability to multitask and prioritize effectively. Think of examples from your past experiences where you successfully managed multiple tasks or projects, and be ready to share these during the interview.
