Full job description Mayfair, London | Office Based | Fixed Term Contract - Maternity Cover


A fantastic opportunity has arisen for a bright, polished and highly organised Team Assistant & Receptionist 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.
Responsibilities include:*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
The ideal candidate will have:*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.