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Team Assistant (Sales Team, Financial Services)

Montpellier Resourcing
Posted 17 days ago, valid for 19 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A boutique financial services company in central London is seeking a highly accomplished Team Assistant due to exciting growth, offering a salary up to £60,000 plus excellent bonuses and benefits.
  • The role requires candidates to have at least 3 years of experience supporting a busy team, with strong proficiency in Excel for data reporting.
  • Key responsibilities include managing multiple email accounts, scheduling meetings, taking minutes, and preparing reports for internal stakeholders.
  • Candidates must possess exceptional verbal and written communication skills, along with strong organizational and problem-solving abilities.
  • This position involves working in a fast-paced environment, requiring meticulous attention to detail and the ability to handle confidential information professionally.

Up to £60,000 plus excellent bonus and benefits

Please note, this role is 5 days a week in the office

Due to exciting growth, a fantastic opportunity has arisen for a highly accomplished Team Assistant to join a boutique financial services company based in central London. Our client, a specialist lending company, is seeking an experienced and accomplished Team Assistant to support the Sales Team. The role will involve a number of responsibilities, and is a fantastic opportunity to join a fast-paced and dynamic team. Candidates must have good excel skills, and experience producing data reports.

Duties of the Team Assistant to include:

  • Working with numerical data from the sales team to compile and update daily and weekly Excel reports.
  • Manage multiple email accounts daily, including drafting and preparing emails.
  • Attend meetings, take minutes, and ensure their prompt and efficient preparation.
  • Manage diaries, schedule meetings, and book meeting rooms as needed.
  • Prepare and maintain weekly and monthly reports for internal stakeholders.
  • Support team performance management, including attending review meetings and compiling notes.
  • Draft responses to correspondence, gather information from team members, and ensure timely replies.
  • Proactively identify and escalate issues, taking prompt follow-up action.
  • Create presentations and reports using PowerPoint.
  • Manage the sales team meeting calendar.
  • Perform other ad-hoc duties as required.

Requirements for the successful Team Assistant to include:

  • Exceptional verbal and written communication skills, combined with meticulous attention to detail and accuracy in a fast-paced environment.
  • Proficiency in MS Office Suite (Word, Excel, PowerPoint, Adobe) and strong organizational, time management, and problem-solving skills.
  • Previous experience working to support a busy team, and strong experience producing reports.
  • Expertise in managing correspondence, maintaining confidential information, and handling filing/paper management.
  • Ability to take ownership of tasks, follow up on outstanding items, and effectively interact with challenging clients while maintaining professionalism and discretion.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.