Job Description
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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