Developing Careers for Office Staff

Team Assistant – Investment Bank/Wealth Management firm - £30,000 - £40,000 – Hybrid role (ID:10493)

Job Role
PA Jobs
Contract Type
30000 - 40000
Date Added
Date Expires

Established, successful family owned Investment Bank/Wealth Management firm based in the heart of the City are currently recruiting an experienced Team Assistant to support a dynamic, busy team of 14 ranging from Associate Director to Intern level, there may also be scope to support the Managing Director depending on your level of experience, personality fit is key as you will join a very close knit team. You will join a growing business with over 50 staff in London set up 8 years ago, head quartered in the USA with over 2,000 staff. Hybrid role; 4 days in the office, 1 remotely (flexible to day). ASAP start but can wait for 4 weeks notice.

Key Team Assistant duties:
• Extensive diary management.
• Arranging travel and managing itineraries.
• Liaising with offices in the USA.
• Organising meetings and conference calls.
• Updating CRM systems with project, meeting notes and key contacts.
• Monitoring email inbox and other correspondence.
• Creating pitch documents and presentations using PowerPoint.
• Expense and credit card reporting using Workday online expenses system.
• Mail merging contacts using Excel.
• Reception cover when required.
• Assisting PAs during busy periods, holidays, absences.

Ideal candidate:
• Ideally 2 years’ experience as a Team Assistant within Finance.
• Intermediate MS Office (Word, Excel and PowerPoint)
• Typing – 65wpm+
• Previous use of DealCloud (CRM) and/or WorkDay (Expenses) systems would be an advantage.
• Team player with a “can do” attitude and good organisational skills
• Honest and reliable and willing to be flexible with working hours / days
• Attention to detail and ability to work calmly under pressure
• Able to prioritise workload and willing to ask for help and advice where necessary
• Good sense of humour

Hours: 8:30-5:30pm with some flexibility depending on workload, hybrid role with 4 days in the office and 1 remotely (flexible to which day based on team’s needs).

Benefits: 25 days holiday, BUPA private medical, season ticket loan after three months, cycle to work scheme, life insurance with income protection and discretionary annual bonus (5-10%).

If you are keen to hear more, please email me your CV asap, shortlisting this week!!

*Angela Mortimer Plc is acting as an employment agency for this role. If you have registered with us previously, please contact your consultant to apply*

For further information how Angela Mortimer acts as an employment agency or as an employment business see our legal information.

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