Team Assistant – Wealth Management (Maternity Cover)

Team Assistant focuses on handling incoming calls, messages and client communications.

What the role involves

• Handling incoming calls, messages and client communications.
• 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.

Candidate fit

• Excellent organisational and prioritisation skills.
• A confident and personable approach with clients and senior stakeholders.
• A proactive, can-do attitude and willingness to learn.