Team Assistant


We require a Team Assistant to provide administration services and general support for one of our Investment Management teams. 

Key Accountabilities

  • Assist investment managers in team as required
  • Coordinate client communication; calls / messages / forward on as necessary
  • Organise meetings and functions, including provision of refreshments as required
  • Help investment managers prepare for meetings, for example collating new client packs or printing portfolios
  • Compose letters and emails
  • Mail merge work for marketing letters
  • Updating Figaro (client database) and other client facing administration including client payments, contract notes and monitor client debts
  • Coordinate account opening and transfers ensuring clients have correctly filled out the appropriate paperwork. Monitor transfers and liaise with relevant parties.
  • Typing of meeting / phone call notes into in-house client data management system (CRM)
  • Deal with the post
  • Assist and coordinate marketing initiatives for example organise flyers to be printed

Competencies / Skillset

  • Getting things done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
  • Good standard of computer literacy, particularly in Excel, Word and Outlook
  • Excellent attention to detail
  • Methodical and organised
  • Ability to prioritise
  • Ability to work under pressure

Qualifications / Experience Required

  • Educated to degree level or equivalent is preferred
  • Previous experience of customer service within an office environment
  • Previous experience in Financial Services is desirable

Contractual Hours

9.00am – 5.30pm, Monday to Friday
However flexibility will be required to work later on occasions such as end of tax year

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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