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- Tasks: Support MDs by managing diaries, coordinating meetings, and handling client hospitality.
- Company: Join a leading firm in Financial Services known for its dynamic environment.
- Benefits: Enjoy a competitive salary, bonuses, and great benefits, plus a vibrant workplace culture.
- Why this job: Be part of a fast-paced team where your contributions truly matter and make an impact.
- Qualifications: Previous PA experience in Financial Services, strong MS Office skills, and a positive attitude required.
- Other info: This role is based in the city with a 4-day in-office schedule.
The predicted salary is between 40000 - 60000 £ per year.
Are you a Team Assistant with secretarial/PA experience gained within the financial services sector? Do you enjoy working in a professional, fast-paced and client facing environment? Our client is a leader in Financial Services and is looking for a true team player free to support MDs and a small team.
What you’ll be doing day-to-day:
- Managing busy diaries
- Liaising with clients and coordinating meetings
- Organising client hospitality
- Travel arrangements
- Handling invoices and expenses
- CRM tasks, Desk admin
The skills you need to bring:
- Solid Team Assistant (PA) experience, from Financial Services sector
- Ability to stay calm under pressure
- Team player and a sense of humour
- Positive self-starter
- Ability to maintain high level of confidentiality
- Strong MS Office skills
Team PA, Wealth Management employer: Reachwork
Contact Detail:
Reachwork Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team PA, Wealth Management
✨Tip Number 1
Network within the financial services sector. Attend industry events or join relevant online forums to connect with professionals who might provide insights or referrals for the Team PA role.
✨Tip Number 2
Research the company culture of the organisation you're applying to. Understanding their values and work environment can help you tailor your approach during any interviews or networking opportunities.
✨Tip Number 3
Prepare to discuss your experience in managing busy diaries and client interactions. Be ready to share specific examples that demonstrate your ability to thrive in a fast-paced, client-facing environment.
✨Tip Number 4
Showcase your organisational skills by discussing how you've successfully handled multiple tasks simultaneously in previous roles. Highlighting your ability to stay calm under pressure will resonate well with potential employers.
We think you need these skills to ace Team PA, Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Team Assistant or PA, particularly within the financial services sector. Emphasise relevant skills such as diary management, client liaison, and handling invoices.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to thrive in a fast-paced, client-facing environment.
Highlight Relevant Skills: In your application, clearly outline your proficiency in MS Office and any other relevant software. Provide examples of how you've successfully managed multiple tasks under pressure while maintaining confidentiality.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial services sector.
How to prepare for a job interview at Reachwork
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience as a Team Assistant or PA within the financial services sector. Be prepared to discuss specific tasks you've handled, such as managing busy diaries and liaising with clients, to demonstrate your suitability for the role.
✨Demonstrate Your Calmness Under Pressure
Since the role involves working in a fast-paced environment, be ready to provide examples of how you've successfully managed stressful situations in the past. This will show that you can maintain composure while juggling multiple tasks.
✨Emphasise Teamwork and a Sense of Humour
As a true team player, it's important to convey your ability to work collaboratively. Share anecdotes that illustrate your teamwork skills and don't hesitate to inject a bit of humour into your responses to show your personality.
✨Highlight Your MS Office Proficiency
Strong MS Office skills are essential for this role. Be prepared to discuss your proficiency with tools like Excel, Word, and PowerPoint, and consider mentioning any specific projects where you've used these applications effectively.