Team Assistant, Wealth Management (City)

Our client, based in the heart of the City, is looking to recruit a bright and articulate Team Assistant to provide comprehensive support to a busy team of Directors in this extremely client-facing role

Responsibilities

• Extensive diary management; anticipating and resolving scheduling conflicts
• Organising meetings and conference calls globally
• Arranging client hospitality
• Travel arrangements, preparing detailed itineraries, accommodation, currency
• Maintaining client contact spreadsheets; records management
• Reconciling expenses, handling client invoices
• Preparing and amending correspondence, reports, presentations and meeting materials
• Building and maintaining relationships at all levels: high profile clients, senior stakeholders, advisors and investors
• Maintaining stock and office supplies
• Providing ad hoc project support

Requirements

• Previous secretarial 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