Team Assistant

Industry: Private Wealth Management Role: Team Assistant Salary: £28-34k + bonus & benefits Location: London, West End Ideal for 1 years post A level experience in Administration role within Financial Services. Summary: Join our client as a Team Assistant and play a key role in supporting their Financial Planning Team in London. You will coordinate diaries, meetings, events and priorities, helping a busy team operate smoothly and effectively. This trusted and varied role is ideal for a proactive, organised Team Assistant who communicates confidently and takes pride in delivering exceptional support. Responsibilities

• Provide comprehensive administrative support to the Financial Planning Team, ensuring priorities and commitments are managed efficiently.
• Manage complex diaries, schedule meetings, resolve clashes and prioritise commitments.
• Track key tasks, deadlines and follow-up actions to support the effective management of workloads.
• Coordinate internal, team and client meetings, including rooms, catering, agendas, papers and other logistics.
• Take minutes where required, monitor agreed actions and follow up with relevant stakeholders.
• Provide holiday and absence cover for comparable PA and administrative support roles when required.
• Build strong working relationships with colleagues, clients and external contacts, acting as a professional and trusted point of contact.
• Arrange travel, lunches, events and other commitments as required.
• Monitor and submit expenses promptly, ensuring compliance with the Gifts and Entertainment Policy and other internal requirements. Skills and Behaviours
• Excellent written and verbal communication skills.
• Highly organised, diligent and able to manage competing priorities effectively.
• Strong IT skills, including confident use of Microsoft Office applications.
• Excellent attention to detail and a high standard of written presentation.
• Ability to work with discretion, confidentiality and sound judgement.
• Professional, calm and responsive approach, particularly when working under pressure.
• Strong interpersonal skills, with the ability to build effective relationships at all levels.
• Proactive and solutions-focused, with the confidence to anticipate needs and take ownership of tasks. A minimum of three A Levels (or equivalent qualifications, such as Highers) at grades A–C.