TEAM ASSISTANT (PRIVATE BANKING)
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| Job Type | Permanent |
| Area | City, UK |
| Sector | BankingFinancial ServicesOther |
| Salary | UP TO £35K + BENS + BONUS |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-11757 |
| Job Views | 38 |
- Description
- City-based Private Bank requires a Team Assistant their Investment Team. Working to provide admin support to the Client Directors, the successful candidate will be responsible for providing first-class secretarial and investment administration support.
Duties to include:
· Producing documents (typing, dictation and mail merges) proposals
· Preparing for client meetings, booking restaurants and travel on behalf of Client Directors
· Setting up / maintaining / deleting client files
· Archiving documents
· Responding to client queries, setting up payments and preparing new client documentation
Excellent communication skills both written and verbal are essential to carrying out this role. To be considered candidates MUST have previous experience providing admin support to a team, preferably within a Financial Services / Professional services environment, with solid IT (MS Word, Outlook and Excel). A professional and amiable approach to work are essential to this role.