Team Assistant β 12 Month Fixed Term Contract
Location: Mayfair Salary: Competitive salary plus a generous benefits package
We are seeking a Team Assistant on a 12βmonth FTC to provide reception and administrative support to the broking team.
Key Accountabilities
- Assist investment managers in the team as required
- Provide reception service; meeting and greeting clients
- Coordinate client communication; calls/messages / forward on as necessary
- Organise meetings and functions, including the 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
- Update Figaro (client database) and other client-facing administration, including client payments, contract notes, and monitoring client debts
- Coordinate account openi...