- Regular and timely report production, in keeping with internal / regulatory requirements
- Support processing of client documentation
- Liaison with internal and external stakeholder colleagues
- Registration of new accounts / client on boarding
- Manage client queries alongside all aspects of back office, records, valuations, corporate actions and nominees
- Work with Compliance and Partners in line with procedures regarding complaints
- Coordination of complex diaries re travel, entertainment and meeting rooms
- Meet & greet clients provide refreshments, set up and clear rooms for meetings
- Handle telephone enquiries & messages effectively and efficiently
- Support with client events
- Broad secretarial duties to include: audio and copy typing
- Maintenance of Excel spreadsheets and other data management systems
- Preparation of PowerPoint presentations
- Filing (scanned, electronic and hard copy)
- Expense management
- Ad hoc support to other teams during PA absences
- May be required to undertake other ad hoc tasks for Partner/s
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Team Assistant
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Team Assistant
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Team Assistant
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Team Assistant
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Tiger Recruitment Central London, United KingdomA dynamic consultancy is looking for a proactive Team Assistant to support a Director and Consultant Monday to Thursday. You will be working remotely on Monday's and in office Tuesday to Thursday. The offices are based in central London. Hours will have flexibility, core hours, 9 ...
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Team EA
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Team Manager
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Team Member
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Team Assistant
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Hera Search Central London, United KingdomWe are looking for an aspiring Team Assistant to join a boutique finance firm based in Mayfair and support some of their investment team. · Attitude is everything in the company – muck-in, non-precious, real team-player, willingness to learn and develop your support experience in ...
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Team Secretary, Banking
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Receptionist / Team Assistant
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Aldrich & Company Limited Central London, United KingdomReceptionist / Team Assistant, West End · £35,000 - £45,000 + benefits · 927307 · Are you confident, warm and welcoming with experience working front of house in a fast-paced environment? · Are you truly focused on customer needs and providing exceptional service? · Do you natu ...
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Wafflemeister Team Leader
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Team Assistant
1 week ago
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Team Administrator
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Team Assistant
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Team Assistant
4 hours ago
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Team EA
3 days ago
Aldrich & Company Limited Central London, United KingdomTeam Executive Assistant (FTC – Perm), West End · £55,000 + benefits · 927321 · Do you enjoy providing true right-hand support? Are you a team player who would thrive in an upbeat, fast-paced culture where everyone pulls together? · Do you have experience working as an EA / PA fr ...
Team PA - Central London, United Kingdom - Joyce Guiness Limited
Description
This Wealth Management client is seeking a Team Personal Assistant / Secretary to provide comprehensive administrative support to a team comprising two Partner/s and Investment Managers, who has a solid understanding of working in the Wealth Management industry.
This candidate should have plenty of common sense, be flexible, approachable and immaculately presented - with excellent interpersonal skills. High proficiency in written and spoken English and numeracy are required – with high attention to detail.
It is essential that this Personal Assistant understands the importance of confidentiality and discretion, with an absolute focus on client service. They must be able to work autonomously, and multi task to tight deadlines.
Recent experience in a similar role, preferably within a financial services environment is required, along with advanced MS Office skills across Word, PowerPoint, Excel and Outlook.
Duties include but are not limited to:
Hours: hours/week) 5 days office - flex 1 day wfh fortnightly
(During key times of year role is 100% office based)
Salary: k
Holiday: 25 days (+ 1 for birthday). Holiday purchase
Benefits: Healthcare, pension
