At a Glance
- Tasks: Support the broking team with admin and reception duties while coordinating client communications.
- Company: Dynamic financial services firm located in Mayfair.
- Benefits: Competitive salary, generous benefits package, and a supportive work environment.
- Other info: Full-time hours with opportunities for professional growth.
- Why this job: Gain valuable experience in finance while working in a fast-paced, collaborative team.
- Qualifications: A-level qualified with at least 12 months in a similar role.
The predicted salary is between 30000 - 40000 € per year.
Location: Mayfair
Salary: Competitive salary plus a generous benefits package
We are seeking a Team Assistant on a 12‑month FTC to provide reception and administrative support to the broking team.
Key Accountabilities- Assist investment managers in the team as required
- Provide reception service; meeting and greeting clients
- Coordinate client communication; calls/messages / forward on as necessary
- Organise meetings and functions, including the provision of refreshments as required
- Help investment managers prepare for meetings, for example, collating new client packs or printing portfolios
- Compose letters and emails
- Mail merge work for marketing letters
- Update Figaro (client database) and other client-facing administration, including client payments, contract notes, and monitoring client debts
- Coordinate account opening and transfers, ensuring clients have correctly filled out the appropriate paperwork. Monitor transfers and liaise with relevant parties.
- Type meeting/phone call notes into in-house client data management system (CRM)
- Deal with the post – open / distribute in the morning and stamp / take to the post box in the evening
- File and order stationery
- Assist and coordinate marketing initiatives, for example, organise flyers to be printed
- Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure
- Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology
- Customer Service: Positive attitude to find solutions in line with TCF principles; Uses customer feedback to improve service
- Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change
- Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others
- At least A-level qualified (or equivalent) is essential
- Will have a demonstrable interest in financial planning
- Will have at least 12 months of experience in a similar financial services environment
- Excellent planning and organisational skills
- Ability to prioritise under pressure
Full-Time Equivalent (37.5 hours per week or 42.5 hours per week)
Team Assistant - 12 Month Fixed Term Contract employer: Killik & Co
Join our dynamic team in Mayfair, where we prioritise employee growth and a supportive work culture. As a Team Assistant, you'll benefit from a competitive salary and a generous benefits package, while working in an environment that values collaboration and professional development. Our commitment to excellence ensures that you will have the opportunity to enhance your skills and contribute meaningfully to our success.
StudySmarter Expert Advice🤫
We think this is how you could land Team Assistant - 12 Month Fixed Term Contract
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Team Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their values and how they align with your own. This will help you stand out as someone who genuinely cares about being part of the team.
✨Tip Number 3
Practice your communication skills! As a Team Assistant, you'll need to be clear and confident when interacting with clients and colleagues. Try mock interviews with friends or family to get comfortable expressing your thoughts.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and showcase your skills. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Team Assistant - 12 Month Fixed Term Contract
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Team Assistant role. Highlight any relevant administrative or customer service experience, and don’t forget to mention your A-level qualifications!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background makes you a great fit. Keep it professional but let your personality show through.
Showcase Your Communication Skills:Since communication is key for this role, make sure your application is clear and concise. Use proper grammar and spelling, and consider how you can demonstrate your ability to communicate effectively in your written application.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Killik & Co
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Team Assistant role and its responsibilities. Familiarise yourself with the key accountabilities listed in the job description, such as providing reception services and coordinating client communication. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role requires excellent planning and organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained professionalism under pressure, as these are crucial competencies for the job.
✨Communicate Clearly and Confidently
Effective communication is key for a Team Assistant. Practice articulating your thoughts clearly and confidently during the interview. You might want to prepare answers to common questions about customer service and teamwork, highlighting how you’ve used feedback to improve your service in previous roles.
✨Demonstrate Your Adaptability
In a fast-paced environment like financial services, adaptability is essential. Think of instances where you've had to adjust to changes or new challenges quickly. Share these stories during your interview to illustrate your ability to thrive in dynamic situations and contribute positively to the team.
