At a Glance
- Tasks: Support a dynamic team with admin tasks, event coordination, and client documentation.
- Company: Join a respected asset management firm that values teamwork and professionalism.
- Benefits: Enjoy a competitive salary, hybrid working, and a stable long-term career.
- Other info: Great opportunity for career growth in a collaborative environment.
- Why this job: Be the organisational backbone of a high-performing team and make a real impact.
- Qualifications: Experience in administrative support and strong organisational skills are essential.
The predicted salary is between 35000 - 40000 £ per year.
£55,000 Permanent London Hybrid Working (3 Days Office / 2 Days Home)
Asset Management
Morgan Spencer Recruitment London is delighted to be partnering with a highly respected and values-led Asset Management firm to recruit a Client Relationship Team PA. This is an exceptional opportunity for an experienced Team Assistant or Team PA who enjoys being the organisational backbone of a collaborative, high-performing team.
Supporting a growing team of Relationship Managers, you will play a pivotal role in ensuring the smooth running of client administration, documentation, invoicing, event coordination and team support activities. This is not a traditional client-facing or business development role. Instead, it offers the chance to become a trusted and valued central coordinator within an established and growing business where professionalism, teamwork and long-term relationships are genuinely valued.
If you are a calm, reliable and highly organised team support professional looking for a stable, long-term opportunity within financial services, this could be the perfect next step.
Key Responsibilities- Provide dedicated administrative support to a growing team of Relationship Managers
- Maintain accurate client documentation, records and regulatory paperwork
- Process invoices and assist with financial administration tasks
- Coordinate client account administration and support activities
- Manage and maintain CRM systems, ensuring records remain accurate and up to date
- Arrange and coordinate client events, hospitality and team-hosting activities
- Support with meeting coordination, preparation of materials and follow-up actions
- Assist with diary management and scheduling across the Relationship Management team
- Act as a central point of coordination for team administration and operational support
- Participate in internal meetings, projects and team initiatives
- Ensure all administrative processes are completed accurately and efficiently within a regulated environment
Personal Assistant employer: Morgan Spencer Recruitment
Morgan Spencer Recruitment is an excellent employer, offering a dynamic work environment in the heart of Greater London. With a strong focus on employee development and engagement, we provide our HR Partners with opportunities to influence meaningful change within Higher Education while collaborating with senior stakeholders. Our inclusive culture fosters innovation and professional growth, making it a rewarding place to advance your career.
Contact Details:
Morgan Spencer Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Assistant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Morgan Spencer Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Assistant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Morgan Spencer Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Morgan Spencer Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Morgan Spencer Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Morgan Spencer Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Morgan Spencer Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Morgan Spencer Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
