Team Assistant

  • Location
    London, Greater London
  • Salary
    £ 30000 - £ 35000 / Year
  • Category
    Accountancy & Finance - AAT
  • Job type
  • Industry
    Office and Secretarial
  • External Reference


Team Assistant

Purpose of the function

To provide reception and administration services to support the broking team and ensure the smooth running of the branch.

Key accountability's

� 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, 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 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 - open / distribute in the morning and stamp / take to the post box in the evening

� Filing and ordering stationery

� Assist and coordinate marketing initiatives for example organise flyers to be printed

Competencies/skills set

� Getting Things Done

� Communication & Sharing Knowledge

� Customer Service

� Effectiveness & Adaptability

� Team Working

� Good computer literacy with skills in Excel/Word/Outlook

� Excellent attention to detail

� Aptitude for learning and willingness to develop and expand role where required.

Qualifications/experience required

� Previous experience of working in customer service is desirable

� Previous experience within the financial services is desirable

� Excellent planning and organisational skills

� Ability to prioritise under pressure

Reporting line

Partner or Associate Investment Director


Branch or Mayfair

Contractual hours

9am- 5.30pm, Monday - Friday.

Flexibility to work later on occasion

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Ria Abbot Bailey