Team Assistant - Wealth Management (Maternity Cover)

Mayfair, London Office Based Fixed Term Contract - Maternity Cover

A fantastic opportunity has arisen for a bright, polished and highly organised Team Assistant to join a prestigious wealth management firm based in beautiful offices in Mayfair on a maternity cover contract.

This is a varied and fast-paced role supporting a busy broking and investment team, ideal for someone with strong administrative skills, a proactive attitude and a genuine interest in financial services.

The successful candidate will play a key role in ensuring the smooth running of the office, providing first-class support to both colleagues and clients.

• Supporting Investment Managers and the wider team with day-to-day administration
• Meeting and greeting clients and providing a professional front-of-house service
• Handling incoming calls, messages and client communications
• Organising meetings, refreshments and team functions
• Preparing meeting packs, portfolios and client documentation
• Drafting correspondence, emails and marketing mail merges
• Updating the CRM system and maintaining accurate client records
• Assisting with account openings, transfers and client paperwork
• Monitoring transfers and liaising with relevant third parties
• Typing meeting and call notes into the in-house system
• Managing post, stationery and office administration
• Supporting marketing initiatives and printed materials

• Excellent organisational and prioritisation skills
• Strong communication skills, both written and verbal
• A confident and personable approach with clients and senior stakeholders
• A proactive, can-do attitude and willingness to learn
• The ability to multitask and remain calm under pressure
• Strong attention to detail and accurate record keeping
• Good technical and administrative skills
• Previous customer service experience preferred
• Previous financial services experience desirable
• Degree educated or equivalent preferred

This is a wonderful opportunity to join a collaborative and supportive team environment with genuine long-term development potential within wealth management.

Hours are 9am - 5.30pm Monday to Friday, with flexibility required during busy periods such as tax year-end.