Team Assistant - Financial Services - City - Up to £35,000

Team Assistant - Financial Services - City - Up to £35,000

Full-Time On-site
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Wise May are looking for a Team Assistant to join a friendly Financial firm based in the City. This is a great opportunity to provide extensive administrative alongside the EA's to the Investment team and wider business support.

This is a full-time and permanent position with a hybrid working arrangement, working the hours of 9am - 5:30pm.

Team Assistant duties include:

  • Supporting the Executive Assistant to the CIO and Investment Managing Directors, taking ownership of delegated responsibilities and contributing to the effective operation and success of the Investment team.
  • Providing comprehensive diary management support to the Investment Team.
  • Organising complex travel and accommodation arrangements.
  • Responding to emails on behalf of Investment team members, where required.
  • Coordinating authorised wet ink and electronic signatures.
  • Managing document administration, including filing, scanning, and document control.
  • Coordinating Investment team communications and helping maintain engagement across the wider function.
  • Supporting operational, administrative, project-related, and stakeholder activities as required.
  • Organising and supporting internal and external events, including team away days, site visits, lunches, charity events, and seasonal activities.
  • Providing general administrative support and assistance with ad hoc tasks across the office and wider team.
  • Acting as an additional point of contact during colleagues' absence and providing reception/front-of-house cover as required.
  • Attending and contributing to team meetings when required.

Team Assistant skills required:

  • Previous Office Assistant or Administrative experience.
  • Strong academic background, educated to A-Level and above.
  • Excellent computer skills - Including the use of Microsoft Office proficiency (Word, Excel, PowerPoint, Outlook, Teams and SharePoint).
  • Highly organised, efficient, and self-motivated, with excellent time management skills.
  • Strong ability to manage multiple priorities in fast-paced environments and meet tight deadlines.
  • Excellent written and verbal communication skills, with the ability to build relationships at all levels.
  • Trusted to handle confidential and sensitive information with discretion and professionalism.
  • Strong problem-solving skills, adaptability, and flexibility in response to changing priorities.
  • Collaborative and positive team player who works effectively with peers and cross-functional stakeholders.

Company benefits include:

  • Working with a supportive, warm and friendly team.
  • Annual Discretionary bonus.
  • 25 days annual leave excluding bank holidays.
  • Life Cover (death in service).
  • Pension – 5% employers’ contribution, 4% employee contribution.
  • Private Medical Insurance.
  • Annual Season Ticket Loan.
  • Cycle to work scheme.
  • Eye Care Vouchers.

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Team Assistant - Financial Services - City - Up to £35,000 employer: Wise May Ltd

Join a leading Underwriting client in the heart of London, where you will thrive in a dynamic and supportive work environment. With a strong focus on employee growth, we offer excellent benefits including a robust pension scheme, private medical insurance, and opportunities for hybrid working. Our culture promotes continuous improvement and collaboration, making it an ideal place for insurance professionals to develop their careers while contributing to a high-performing team.

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Contact Details:

Wise May Ltd Recruitment Team