Job Description
Our award-winning wealth management partnership client is seeking a no-nonsense, proactive and personable Team Assistant to join their broking team on a 12-month maternity cover basis, with genuine permanent potential for the right candidate. This is a fantastic opportunity for someone looking to build a career within a respected financial services environment.
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The successful candidate will provide front-of-house reception and comprehensive administration support to a team of investment managers. They will be confident communicating at all levels, comfortable engaging with high-net-worth clients, and will bring a calm, professional manner under pressure. A self-starter who is not afraid to ask questions and can juggle competing priorities, they will be organised, detail-focused and proactive in getting things done.
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Minute-taking skills would be beneficial. Previous experience in hospitality or customer service is desirable, and a background in financial services would be advantageous. A degree or equivalent qualification is preferred. What matters most, however, is the right attitude: someone cooperative, adaptable, and genuinely committed to delivering excellent service.
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Start: ASAP
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Based: Hybrid, 1 day WFH
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Hours: 9am-5:30pm Monday – Friday. Flexibility required: such as end of tax year
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Duties include but are not limited to:
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- Supporting investment managers with day-to-day tasks and meeting preparation
- Providing a professional reception service, meeting and greeting clients
- Coordinating client communications, including calls and messages
- Composing letters and emails; mail merge for marketing correspondence
- Maintaining and updating the client database (Figaro) and CRM system
- Coordinating account openings and transfers, liaising with relevant parties
- Organising meetings and client functions, including refreshments
- Assisting with marketing initiatives, such as coordinating printed materials
- Managing post, filing and stationery ordering
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***Joyce Guiness is one of the most established support recruitment agencies in London. We specialise in providing high calibre candidates for a variety of temporary and permanent roles including; PA, EA, TA, Receptionist, Office Manager, Marketing and Events Manager and Hospitality. We are committed to continuously improving diversity and equality within our recruitment processes.\nDue to the high volume of applications received, we are unable to respond to each application individually. If you are already registered with Joyce Guiness, please contact your consultant directly.***
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