Team Assistant

  • Location
    London, Greater London
  • Salary
    £ 25000 - £ 30000 / Year
  • Category
    Office and Secretarial - Administration Manager
  • Job type
  • Industry
    Office and Secretarial
  • External Reference

Title - Team Assistant

Salary - 25-30k

Location - Mayfair

Full time, Perm

Purpose of the function

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

� 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)

Key accountability's

� 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

� Getting Things Done

� Communication & Sharing Knowledge

� Customer Service

Competencies/skills set

� Effectiveness and 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

� Previous experience of working in customer service is desirable

� Previous experience within the financial services is desirable

� Excellent planning and organisational skills


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.

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To speak to a recruitment expert please contact Mia Skipper