Team Assistant - London, United Kingdom - Schroders

Schroders

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Who we're looking for at Cazenove Capital

We're looking for a Team Assistant Maternity Cover to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group.

Someone who is passionate about working and supporting a team in delivering excellent service and investment management for our clients.

This role supports a wider team of 18 that includes the Head of Wealth Management UK Client Service, the Team Manager and 4 further portfolio directors.

We want someone who is an excellent organiser with good administration skills and who has strong interpersonal skills to deal with clients and colleagues of all levels.

You'll be hands-on, can-do and discreet. Learning your way around our systems. Tuning into the team's needs. And keeping team informed and up to date. You'll be an important part of a busy team.

About Schroders, our parent company

We're a global investment manager.

We help institutions, intermediaries, individuals and charities around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

Within Cazenove Capital we specifically look after private individuals, families and charities.

Schroders has around 6,000 people on six continents. To start we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

We have a new office in the financial centre of London. We have everything here we need to work flexibly.

The team

We're part of Cazenove Capital, the Schroders business that manages wealth for our clients - individuals, family groups and charities.

We're open to flexible working, so we can all balance our personal and professional commitments.

What you'll do

Support the Head of Wealth Management UK Client Service, the Team Manager and the rest of the team in an administrative capacity
Help to organise client meetings and travel as well as manage diaries
Take responsibility for internal weekly/monthly reports for the team as well as assisting team members at quarter end to send out client reports
Help colleagues with onboarding new clients and sending new client forms electronically
Input information into our client database and keep it updated
Handle the overflow of telephone calls for the team and maintain records
Reconcile expenses for the team on a monthly basis
Assist with logging of gifts/entertainment and compliance records for individual team members
Combine regular daily tasks with other projects with varying deadlines whilst responding to incoming enquiries
Work effectively and in partnership with other secretarial/ administration staff to ensure appropriate cover
Embody the core Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work

The knowledge, experience and qualifications you need

Strong IT skills, especially with the Microsoft Office suite
Excellent organiser with good administration skills
Good communication skills, grammar and spelling
Ability to multitask

What you'll be like

Selfmotivated and enthusiastic
Good at working in a team and able to work for more than one person
Real attention to detail
Able to work under pressure and to tight deadlines with the ability to prioritise workload
Take responsibility and work on your initiative
Show a willingness to learn and a desire to work with your colleagues to achieve excellent client outcomes

We're looking for the best, whoever they are

Schroders is an equal opportunities employer. You're welcome here whatever your background, race, sex, gender, sexual orientation, religious belief, age or disability.