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- Tasks: Support a Portfolio Management team with PA, admin, and organizational tasks.
- Company: Join a respected boutique Wealth Management firm focused on client financial planning.
- Benefits: Competitive salary of 28-32K and opportunities for professional growth.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in wealth management.
- Qualifications: 1-2 years of PA/Team Assistant experience, strong communication, and MS Office skills required.
- Other info: Ideal for those looking to grow in a professional office environment.
The predicted salary is between 24000 - 32000 £ per year.
Direct message the job poster from JJ SEARCH LIMITED
Managing Director at JJ Search Ltd – specialist Recruitment for the Asset Management, Private Wealth & Banking industry
SALARY: 28-32K
The Company
Our client is a respected boutique Wealth Management company that invests on behalf of private clients and focuses on their Wealth Planning/Financial Planning needs.
The Role
This is a fantastic opportunity for an experienced Team Assistant / PA to join our client’s business who are a Wealth Management Firm – based in London.
The successful candidate will be supporting a Portfolio Management team in a range of PA and administrative tasks, while also working closely with the Client Services Managers, providing support on client-related administration.
The Team Assistant / PA will manage incoming and outgoing calls, maintain the Wealth Management Team and individual calendars, while also supporting when required with any location arrangements, minutes, and follow-up actions.
The Team Assistant / PA is expected to confidently deal with any Wealth Management client queries, letters, expenses, and gifts and entertainment, as well as organise and co-ordinate team and broker events, including lunches or any catering requirements that may need organising.
The Candidate
- 1-2 years’ experience of working in a PA / Team Assistant role, ideally within Financial Services; however, will also consider outside of Financial Services as long as the experience is within a professional office environment.
- Strong MS Office IT Skills
- Organised with attention to detail
- Discretion and confidentiality
- Ability to pivot and cope with last-minute changes of plans
Seniority level
Not Applicable
Employment type
Full-time
Job function
Administrative and Other
Industries
Financial Services, Investment Banking, and Investment Management
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Team Assistant , PA , Investment Management Firm employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant , PA , Investment Management Firm
✨Tip Number 1
Familiarize yourself with the Wealth Management industry. Understanding the basics of financial planning and investment management will help you communicate effectively with the team and clients.
✨Tip Number 2
Highlight your organizational skills during the interview. Be prepared to discuss specific examples of how you've managed calendars, organized events, or handled last-minute changes in previous roles.
✨Tip Number 3
Practice your verbal communication skills. Since you'll be dealing with client queries, being articulate and confident in your responses is crucial. Consider mock interviews to refine your delivery.
✨Tip Number 4
Showcase your proficiency in MS Office. Be ready to demonstrate your skills in tools like Excel and PowerPoint, as these will be essential for managing reports and presentations for the team.
We think you need these skills to ace Team Assistant , PA , Investment Management Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Team Assistant or PA, especially in a professional office environment. Emphasize your organizational skills and any experience in financial services, if applicable.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the role. Mention specific examples of how you've successfully managed administrative tasks and supported teams in the past.
Highlight Key Skills: In your application, emphasize your proficiency in MS Office and your ability to handle client queries with discretion. Mention your attention to detail and your capability to adapt to last-minute changes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no typos or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Organizational Skills
As a Team Assistant, you'll need to demonstrate your ability to manage multiple tasks efficiently. Prepare examples from your past experience where you successfully organized events or managed schedules, highlighting your attention to detail.
✨Communicate Clearly and Confidently
Excellent verbal and written communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've handled client queries or communications in previous positions.
✨Demonstrate Discretion and Professionalism
In Wealth Management, confidentiality is key. Be prepared to discuss situations where you've had to handle sensitive information discreetly, showcasing your professionalism and trustworthiness.
✨Be Ready for Last-Minute Changes
The ability to pivot and adapt to sudden changes is essential. Think of examples where you've successfully managed unexpected challenges or changes in plans, and be ready to share these during the interview.
