Desk Assistant, Financial Services, City

London (City of), London (Greater)
£25,000 + benefits + bonus
07 Nov 2018
12 Nov 2018
Job Title
Team Assistant
Industry Sector
Banking / Finance
Contract Type
Full Time

A growing stockbroking firm in the heart of the City is looking for a hardworking and dynamic Desk Assistant to support senior individuals within the firm. With lots of progression on offer, you will have excellent skills, be ambitious and have a keen interest in Financial Services.


  • Producing letters and presentation packs
  • Working with spreadsheets to produce regular and ad hoc performance reconciliation sheets and invoices
  • Entering new data and managing current data in the firm’s Customer Relationship Management software system (Tercero)
  • Filing of paperwork both physically and electronically relating to client correspondence including letters to and from clients, valuations, statements, consolidated tax certificates amongst other papers
  • Providing cover for Reception including answering telephone calls on the main switchboard, preparing letters from handwritten scripts and audio tapes and welcoming all visitors and guests
  • Assisting with the post and scanning relevant correspondence when required
  • Managing multiple appointments within a shared diary


  • Strong MS Office skills and ideally experience using MS Dynamics
  • Ability to manage multiple work streams for multiple Executives
  • Polite and courteous telephone manner
  • Confident, friendly, presentable, punctual and well organised

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