Team Assistant


We require a Team Assistant to provide administration services to support the Esher investment management team and to help ensure the smooth running of the branch. 

Key Accountabilities

  • Assist investment managers in team as required
  • Provide reception service; meeting and greeting clients
  • Coordinate client communication; calls / messages / forward on as necessary
  • Organise meetings and functions
  • Help the team prepare for meetings, for example collating new client packs or printing portfolios
  • Compose letters and emails
  • Mail merge work for marketing letters
  • Updating CRM systems
  • Client-facing administration including client payments. contract notes and monitoring client debts
  • Deal with the post
  • Filing and ordering stationary

Competencies / Skillset

  • Aptitude for learning and willingness to develop and expand the role where required
  • Ability to prioritise and work under pressure
  • Getting things done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
  • Client-centric approach
  • Good standard of computer literacy, particularly in Excel, Word and Outlook
  • Excellent attention to detail

Qualifications / Experience Required

  • Previous experience of customer service within an office/corporate environment
  • Previous experience in Financial Services is desirable
  • Proficient with Microsoft office

Contractual Hours

9.00am – 5.30pm, Monday to Friday

However flexibility will be required to work later on occasions

Get In Touch

Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.

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