Team Assistant, Wealth Management (Hampstead)

Our client, a well-established Wealth Management firm, now has an opening for a Team Assistant to join their Hampstead branch (beautiful offices)

Responsibilities

• Providing both front of house reception and admin support to busy Broking team

• Handling calls and meeting/greeting clients

• Diary management; organising meetings & meeting rooms

• Assist with preparation of client packs

• Compose letters and emails

• Mail merge work for marketing letters

• Updating client database

• Assisting with client processes

• Generic admin/smooth running of small but very busy office

Requirements:

• Previous admin/secretarial/reception experience ideally gained within Investment/Financial Services sector

• Effective time management skills – multitasker!

• Excellent interpersonal and communication skills, both written and verbal

• Organised and proactive with a ‘can do’ attitude

• Team player!

• Flexible and adaptable working approach

• Strong MS Office skills