Team Assistant
London, UK
Listed on 2026-02-24
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Team Assistant
Increase your chances of an interview by reading the following overview of this role before making an application.BR-1293
Team Assistant, £35,000 at investment management firm
Exciting opportunity to join an established and growing investment management firm to support 3 senior Wealth Managers and their team, in a role which is predominately PA / TA duties, with a small amount of finance administration related to clients’ portfolios.
In addition to supporting with diary management, travel, expenses and booking meetings, you will also liaise with clients, who are all HNWIs, so you must be a confident communicator with a professional manner.
The role would suit someone who has:
- A minimum of one year’s experience within finance or a professional services firm
- Solid organisational and administrative skills
- Strong IT skills Excellent attention to detail
- Comfortable liaising with clients, who are all HNWIs
This is an exciting role role for someone who is looking for their next step as a PA / TA; the firm offer excellent onboarding and training processes, mentoring from senior PAs / EAs and exposure to senior investment professionals.
You will be joining a dynamic, supportive team in beautiful offices in Mayfair. xekaoyc
This role is office based Monday-Friday, although there may be some occasions when you could work from home on a Friday.
Hours are 8.30am-5.30pm, with a salary of up to £35,000 plus enhanced pension, discretionary bonus and private medical insurance
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