Team Assistant

New
  • Location
    London, Greater London
  • Salary
    £ 25000 - £ 30000 / Year
  • Category
    Office and Secretarial - Administration Manager
  • Job type
    Permanent
  • Industry
    Office and Secretarial
  • External Reference
    JN-092021-207382














































































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
















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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