Overview

Team Assistant Jobs in London Area, United Kingdom at Meraki Talent

Title: Team Assistant

Company: Meraki Talent

Location: London Area, United Kingdom

Team Assistant

£50,000 – £55,000

Central London | Hybrid

Meraki Talent is working with an Investment firm, looking for a Team Assistant to join their growing team.

This is a pivotal role providing dedicated support to a busy investment team, ensuring the smooth day-to-day running of the function. You'll work closely with senior stakeholders, managing a wide range of administrative, operational and client facing activities that enable the team to operate efficiently.

Team Assistant responsibilities:

  • Provide comprehensive administrative support to a busy investment team.
  • Coordinate complex diaries and schedule internal and external meetings.
  • Organise client meetings, including venue bookings, catering, meeting logistics and preparation of meeting materials.
  • Arrange domestic and international travel, including flights, accommodation, visas and detailed itineraries.
  • Process and reconcile expenses in a timely and accurate manner.
  • Prepare high-quality presentations, reports and client meeting packs using Microsoft Office.
  • Support the planning and coordination of conferences, client events and internal meetings.
  • Maintain accurate client records and activity updates within Salesforce.
  • Conduct market and company research to support the team's activities.
  • Manage office administration, including document management, invoices, supplier coordination and general team support.
  • Build strong relationships with internal stakeholders, clients and external service providers.
  • Assist with ad hoc projects and business initiatives as required.

Person Specification:

  • Previous experience as a Team Assistant or Personal Assistant within financial services.
  • Previous experience within asset management, investment management, wealth management or a related investment environment.
  • Excellent diary management and travel coordination experience.
  • Experience preparing professional presentations and meeting documentation.
  • Strong Microsoft Office skills, particularly Outlook, PowerPoint, Word and Excel.
  • Experience using Salesforce or another CRM system.
  • Exposure to organising client events, conferences or roadshows.
  • A proactive, can-do approach with the ability to work independently.
  • Strong interpersonal skills and the confidence to liaise with senior stakeholders and clients.
  • Exceptional attention to detail and commitment to delivering high-quality work.
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