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Team Assistant

LMA
Job LocationLondon
EducationNot Mentioned
Salary26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Immediate start - hybrid working condition Hours of work: 8.00am - 4.30pm My client who is a very well established wealth management company based in Mayfair is looking for a very well presented, spoken and articulate experienced administrator who would like more PA responsibilities. Lovely offices and working with a very friendlyteam. Duties will include:-

  • Diary management and co-ordination to ensure team cover at all times.
Travel arrangements when required. Management of inboxes including responding, filing and ensuring that all client related emails are highlighted and dealt with appropriately. All administration relating to the day-to-day management of the team workload. Diarisation and co-ordination of client and internal meetings and presentations. Expenses - monitoring of and timely submission of any expenses, including compliance with the Gifts and Entertainment Policy. Dealing with client queries, including but not limited to:
  • Suitability admin stages
  • Change requests
  • Letters
  • Contract notes
Booking and co-ordinating broker meetings, travel, lunches and events. Skills and experience Excellent verbal communication skills. Good written communication skills. IT literate. Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.
  • Discretion and confidentiality.
.

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