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- Tasks: Provide top-notch admin support and manage client communications in a fast-paced environment.
- Company: Award-winning wealth management partnership with a dynamic team culture.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Ideal for proactive problem-solvers who thrive under pressure and enjoy teamwork.
- Why this job: Join a prestigious firm and make a real impact while developing your skills.
- Qualifications: Experience in admin roles, strong attention to detail, and proficiency in Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
Our client, an award-winning wealth management partnership, is looking for a highly organised and resilient Team Assistant to support their busy Family Office on a hybrid four days in-office, one day work-from-home basis. This is a fast-paced environment where priorities shift quickly, so the ideal candidate will be someone who thrives under pressure, manages their time effectively, and consistently delivers to a high standard.
The successful candidate will have previous experience in a similar support role, ideally within financial services, and will be comfortable working with multiple individuals and banks. Day-to-day, you will be managing a high volume of work, so strong attention to detail, excellent written communication, and confident use of Microsoft Office are all essential. Experience dealing with high-net-worth individuals and demanding clients will be a distinct advantage.
You will be a collaborative team player who can maintain professionalism and discretion and handle sensitive information with care at all times. A proactive problem-solver by nature, you will take ownership of tasks from start to finish, adapt readily to change, and support colleagues and senior management alike. Education to A-level or equivalent is required.
Hours: 9:00am – 5:30pm, Monday to Friday. Based: Hybrid (option 1-day WFH)
Duties include, but are not limited to:
- Providing comprehensive administrative support, including drafting and proofreading correspondence, diary management, and scheduling meetings.
- Maintaining accurate client records, both electronically and in hard copy, and preparing paperwork for client meetings and business submissions.
- Acting as a point of contact for internal and external enquiries, liaising across departments, including investment and operational teams.
- Assisting with event planning and organising both internal and client-related events.
- Ensuring compliance with client service requirements and supporting team members with ad-hoc tasks as required.
Family Office Team Assistant. Wealth Management. W London employer: Joyce Guiness Limited
Contact Detail:
Joyce Guiness Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Family Office Team Assistant. Wealth Management. W London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they operate, especially in a fast-paced environment. This will help you tailor your responses and show that you’re the right fit for their team.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with high-net-worth individuals, being articulate and confident is key. Try mock interviews with friends or family to get comfortable with discussing your experience and handling tricky questions.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge. Plus, it shows you’re proactive and serious about landing that Team Assistant role.
We think you need these skills to ace Family Office Team Assistant. Wealth Management. W London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Family Office Team Assistant role. Highlight your previous experience in support roles, especially within financial services, and showcase your organisational skills. We want to see how you thrive under pressure and manage multiple tasks!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this fast-paced environment. Mention your attention to detail and your ability to handle sensitive information with professionalism. Let us know how you can contribute to our team!
Showcase Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear and concise. Proofread everything before sending it off – we love a candidate who pays attention to detail! This will show us you’re serious about delivering high standards.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re proactive – just what we’re looking for!
How to prepare for a job interview at Joyce Guiness Limited
✨Know Your Stuff
Before the interview, make sure you understand the wealth management industry and the specific role of a Family Office Team Assistant. Brush up on financial terminology and be ready to discuss how your previous experience aligns with the demands of the job.
✨Showcase Your Organisation Skills
Since this role requires strong organisational abilities, prepare examples that demonstrate how you've effectively managed multiple tasks in a fast-paced environment. Be ready to explain your time management strategies and how you prioritise work under pressure.
✨Communicate Clearly
Excellent written communication is key for this position. Bring along samples of your correspondence or reports if possible, and practice articulating your thoughts clearly during the interview. This will show that you can handle the high standards expected in this role.
✨Be Proactive and Adaptable
Highlight your problem-solving skills by sharing instances where you've taken ownership of a task from start to finish. Discuss how you've adapted to changes in priorities and how you support your team, as these traits are essential for success in a dynamic environment.