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- Tasks: Provide top-notch admin support and manage client records 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: Thriving environment with opportunities to work with high-net-worth clients.
- Why this job: Join a collaborative team and make a real impact in wealth management.
- Qualifications: A-level education and experience in a similar support role preferred.
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. A personal recommendation can go a long way in landing that Team Assistant role.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Understand their values and how they operate, so you can show them you're not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with high-net-worth individuals, being articulate and confident is key. Consider mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don't forget to apply through our website! We have loads of resources to help you stand out, and applying directly can give you an edge over other candidates. Let's get you that job!
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 can thrive in a fast-paced environment!
Nail the Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your attention to detail and ability to manage multiple tasks, as well as your experience with high-net-worth individuals. Let us know how you can add value to our team!
Showcase Your Skills: Don’t forget to highlight your Microsoft Office skills and any relevant administrative experience. We’re looking for someone who can handle a high volume of work with ease, so make sure we see that in your application. Be confident in what you bring to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re proactive and ready to take ownership of your application!
How to prepare for a job interview at Joyce Guiness Limited
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Family Office Team Assistant. Familiarise yourself with the key skills mentioned in the job description, like diary management and client communication. This will help you demonstrate your suitability for the role.
✨Showcase Your Organisational Skills
In a fast-paced environment, being organised is crucial. Prepare examples from your past experience where you successfully managed multiple tasks or projects simultaneously. Highlight how you prioritised effectively and maintained high standards under pressure.
✨Demonstrate Discretion and Professionalism
Since you'll be dealing with high-net-worth individuals and sensitive information, it's essential to convey your ability to handle such matters with care. Share specific instances where you've maintained confidentiality and professionalism in previous roles.
✨Be Ready to Adapt
Flexibility is key in this role, so be prepared to discuss how you've adapted to changes in your work environment. Think of examples where you took ownership of tasks and solved problems proactively, showing that you can thrive in a dynamic setting.