Team Assistant

Equifind have partnered with a prestigious Wealth Management firm based in Mayfair, London, in search of a Team Assistant. This role offers the opportunity to support both the professional advisors and office operations in a dynamic and fast-paced environment within financial services.

Due to the size of the company, there is so much to learn and be exposed to. They have nearly no staff turnover and offer a great career.

The successful candidate will be both well-presented and also have very strong communication skills, both in the written form, as well as verbal. If you are a proactive and detail-oriented individual looking to contribute to a successful Wealth Management business in Mayfair, we invite you to apply for this exciting opportunity.

The Role:

The key responsibilities for the Team Assistant for the Wealth Manager based in Mayfair will be:

• Support office operations by coordinating meetings, managing office supplies, and handling administrative tasks.
• Assist with HR functions such as onboarding new employees and maintaining employee records.
• Provide administrative support to the team and senior management as required.
• Handle ad-hoc projects and tasks as assigned.
• Organise and co-ordinate team and broker events, get-togethers, and lunches, ensuring that catering and all other requirements are in place.

Application Criteria:

To be considered for the role of Team Assistant working for this Wealth Management firm based in Mayfair, candidates should ideally have:

• 12-Months’ experience of working in a similar role within Financial Services (Insurance/Real Estate/Legal).
• Previous exposure to office administration.
• Strong organisational skills and attention to detail.
• Proficiency in Microsoft Office.
• Excellent communication and interpersonal skills.
• Ability to multitask and prioritise tasks effectively.

Compensation:

The Permanent Team Assistant role working for this Mayfair based leading Wealth Manager will be paid a competitive market based salary and will offer:

• Hybrid work pattern.
• Employer pension contribution.
• 25-days annual leave.
• Medical and dental insurance.
• Discretionary bonus.
• Other additional benefits.