Team Assistant

Team Assistant within Financial Services 
City of London, St Pauls
Temp – Perm
£20,000 - £25,000

I am working with a brilliant new Financial client based in St Pauls. They are offering a unique opportunity and a chance for someone to grow as a person and to be a part of the company’s huge successes over the next few years. They recognise hard-work and appreciate the support given by their employees, this is one of my clients many great values. 

Along with endless progression, quarterly bonus schemes, 9-5 working hours, free gym membership to Virgin Active and yearly team trips from New York City, Barcelona and Las Vegas. These are some of the amazing benefits you will be entitled to when working for my client. However hard work and a high level of commitment to the company will be expected when working in this role. 

As the Team Assistant, you you will be on-boarded as a temp to perm. This gives you the chance to see how my clients likes to work and the level of expectations. This also allows the client to see how the chosen individual performs in the role. This position is seeking someone who is wanting long term stability, so please when applying ensure you can see yourself in this role for the next 2-3 years.

WHAT YOU’LL DO

This role will be what you make it. If you want to progress into different avenues of the business and take on additional work, then you can in time! However, this role will be an intense supporting role and you will be the sole person looking after the business’s functions and ensuring a smooth running of the office.

Typical duties include:

• Book meeting rooms for the advisers
  
  
• Data entry: Update Fact find information into CURO
  
  
• Scan and Copy documents when required
  
  
• Scan post and pass on to the relevant team member
  
  
• Complete CVI checks for clients and complete the form
  
  
• Request information from clients for the adviser.
  
  
• Answering the phone in a polite manner and deal with queries accordingly
  
  
• Deal with any issues regarding our VOIP phone, internet connection or printer/scanner
  
  
• Send the post down to reception to be sent by 4pm each day.
  
  
• Ordering Stationery
  
  
• Updating our headed paper/folders/pens/other personalised docs
  
  
• Ordering Champagne/ Hampers for clients
  
  
• Booking restaurants for birthday lunches
  
  
• Fee Reconciling – Monthly update of fees that come in for reconciliation
  
  
• Arranging board meetings

WHO YOU ARE

To be successful, you will need to have the right attitude. Being positive and willing to work and being the go to person for the whole team, is all my client asks for. Training will be offered to you and intense support will be provided. You need to have the ability to want to make a difference and support the small and friendly team on a day-to-day basis.  

• A degree level education or previous work experience in an office environment to a high standard; A hard working and dedicated mentality.
  
  
• Very good communication skills – both verbally and written.
  
  
• A familiarity with Microsoft Excel as you will be using this daily.
  
  
• Numeracy skills.
  
  
• IT literacy (knowledge of MS Office and the ability to learn new software).

THE BENEFITS

On completion of probation, staff receive the following:

• Quarterly bonus scheme.
  
  
• Annual exam allowance of £400.
  
  
• Private Medical Insurance and Travel Insurance with Vitality Health.
  
  
• Gym membership with Virgin Active.
  
  
• Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions).
  
  
• Annual team holidays abroad. Previous trips include skiing in Meribel and Val Thorens, city trips to New York, Las Vegas and Barcelona.

This a really interesting role where you’ll be surrounded by a supportive and friendly team. We are looking to shortlist this role asap, so apply today.