Team Assistant

2 weeks ago


London, United Kingdom Pertemps Network Group Full time

**Team Assistant - Portfolio Management**:

- V-35579-9**£28,000 - £30,000 Per Annum**
- Full Time**Permanent**

**London, Greater London**

**Secretarial And PA**

**Job Description**:

- Unique opportunity for recent graduates with business admin experience Join a fast-paced, dynamic and client centric caring team
- Are you a recent degree graduate with a passion for finance and clients with 6 months of administration experience or Team Assistant knowledge?
- Look no further ISE Partners is seeking enthusiastic degree-educated individuals to join an innovative finance firm in the heart of Central London.
- Position: Portfolio Management Team Assistant
- Location: Central London Salary: £28,000 - £30,000 and above
- Our Client: Prides itself on being a dynamic and client-centric finance firm where continuous learning is celebrated. Joining their team means being part of an environment that encourages creativity, innovation, and teamwork. ISE Partners are seeking recent graduates with A Level Maths, strong team assistant and admin skills, and a keen interest in finance and clients to contribute to their ongoing success.
- What You'll Be Doing:

- Client Onboarding and Processes:
- Crucial role in client onboarding, KYC, and suitability processes.- Ensure accurate preparation, completion, scanning, and filing of client documentation.- Prepare meeting and presentation documents to showcase the portfolio offerings.Portfolio Management:
- Run valuations for clients quarterly.- Keep client verifications up-to-date and well-maintained.- Collaborate with Compliance to ensure actions align with guidelines and compliance standards.Client Interaction:
- Liaise with the Client Administration team for accurate loading and maintenance of client data.- Communicate with clients and intermediaries, taking instructions on portfolio matters.- Instruct payments on behalf of clients after verification checks and identity confirmation.Additional Responsibilities as Assistant to the Portfolio Managers:
- Manage diaries, travel arrangements, and expense claims.- Handle correspondence with clients, including quarterly valuations.- Address client queries and calls, ensuring thorough documentation for client files/CRM records.General Responsibilities:
- Provide ad-hoc Reception cover as required.Your Skills and Behaviours:
- Excellent verbal and written communication skills.- IT literate with strong organizational and attention-to-detail capabilities.Risk & Culture:
- Implement short and long-term strategies in line with the firm's vision.- Demonstrate ethical, open, and honest behaviour in line with a positive culture and values.- Display passion, drive, and determination for excellence consistently.- Encourage independent, creative thinking, innovation, and the power of teamwork.- Act as a mentor, fostering a collaborative and team-oriented culture.- Promote a friendly, inclusive, and diverse workplace, treating everyone with fairness and respect.- Make risk-based decisions with good faith, sound judgment, and compliance with regulatory requirements, always acting in the best interests of the firm and its clients.What is in The Offer:
- Competitive salary of £28,000 - £30,000 and above.- Working Hours: 8.00 am - 4:30 pm.- Excellent benefits package.- Stylish office environment.- In Central London.**ISE Partners**:
**Rebecca Parker-Binks** 0207 183 0825
Division 084**ISE Partners London**
- Waverly House
- 9 Noel Street
- London
- W1F 8GQ
- 020 7183 0825
- Jobs With ISE Partners


  • Team Assistant

    2 weeks ago


    London, United Kingdom KennedyPearce Consulting Full time

    I am interested in speaking with any Team Assistants looking to start a new role within the new year. I have a range of Financial Services clients seeking Team Assistants to join them in assisting with all administrative duties. If you are an experienced Team Assistant seeking a role within the City and a Finance Services company please do get in...

  • Team Assistant

    2 weeks ago


    London, United Kingdom Australasian Recruitment Company Full time

    **Team Assistant - Hybrid** **Salary: £18.00 per hour** **Team Assistant Responsibilities**: - Diary management - Attending regular hearings, meetings, grievances and appeals where minute taking will be required - Scheduling meetings - Ad hoc, administrative support **Team Assistant Essentials**: - Team Assistant experience, preferably within a HR...

  • Team Assistant

    7 days ago


    London, United Kingdom Pertemps Network Group Full time

    **Job Description**: Personal Assistant/Team Assistant in Investment - £40,000 - £50,000 This a unique opportunity for an experienced confident, intelligent, and collaborative Team Assistant to take on more responsibility for an interesting and dynamic Risk and Compliance division of a forward-thinking and unified investment house based in Central London...

  • Team Assistant

    2 weeks ago


    London, United Kingdom Oriel Partners Limited Full time

    Our client, a vibrant asset management firm located in the heart of Mayfair, is looking for a bright and enthusiastic Team Assistant to join their team. This Team Assistant role offers an exciting opportunity for an ambitious candidate who enjoys a busy and varied role where no 2 days are the same. As the Team Assistant, you will provide administrative...

  • Team Assistant

    4 weeks ago


    London, United Kingdom Australasian Recruitment Company Full time

    Team Assistant **Salary**: £19 - £25 per hour Are you looking to work for a globally recognised company in a role that will skyrocket your Assistant career? We are currently recruiting several Team Assistant positions within different divisions of a global investment bank and financial services firm. Theseroles are suited to people who are proactive,...

  • Team Assistant

    4 weeks ago


    London, United Kingdom The Maine Group Full time

    Team Assistant Team Assistant - This small but extremely successful finance company based near Green Park station is looking to take on a Team Assistant. Ideally you will be a graduate with a minimum of 5 years experience. It’s a fantastic opportunity to grow and develop with lovely people. As Team Assistant you will be supporting the Investment Team in a...

  • Team Assistant

    1 week ago


    London, United Kingdom Carnegie Consulting Ltd Full time

    Finance Team Assistant - Mayfair based - to 40k + great bens Great opportunity for an experienced Team Assistant to join a fantastic SME Mayfair based Finance company. You will need to be well organised, enthusiastic, pro-active, flexible and enjoy the administrative challenges of supporting a small office in a team-orientatedatmosphere. Great firm and...

  • Team Assistant

    7 days ago


    London, United Kingdom Tiger Recruitment Ltd Full time

    A fantastic opportunity for a Team Assistant to join a global investment firm on a maternity cover starting at the end of May based in the City. The role would suit someone with some PA/Team Assistant experience under their belt, who is eager to learn and build on their experience as an assistant. You will be supporting 5 members of the team with usual...

  • Team Assistant

    4 weeks ago


    London, United Kingdom Page Personnel Secretarial & Business Support Full time

    We are seeking an experienced and motivated individual to join a dynamic team as a Team Assistant. As a Team Assistant, you will provide administrative and secretarial support to the CEO, Executive Chairman, and the rest of the team. **Client Details** This West End based Financial Services client is a global aviation leasing company that specialises in...

  • Team Assistant

    6 days ago


    London, Greater London, United Kingdom ISE Partners Full time

    Are you looking for a job with excellent future prospects?An exciting opportunity has arisen in Birmingham for an experienced Team Assistant with 6 months to 2 years of experience to join a top Investment Bank as a Team Assistant in a highly dynamic, fast paced environment.If you have Team Assistant or PA experience, and are focused on developing your...

  • Team Assistant

    3 weeks ago


    London, United Kingdom Tay Associates Ltd Full time

    An Investment firm in the City is seeking a Team Executive Assistant to support a busy and demanding team. This Executive Assistant role is a 12 month fixed term contract and requires administrative support for a team including Managing Directors.  The Executive Assistant role is traditional and requires an expert in diary management, processing expenses,...

  • Team Assistant

    1 week ago


    London, United Kingdom Kennedy Pearce Consulting Full time

    **Job details**: - Posted 04 April 2023 - Salary £45000 - £55000.00 per annum + Excellent benefits - LocationCity of London - Job type Contract - DisciplineHR & Executive Support - ReferenceBBBH19733_1680632611 - Contact NameTracy Freeman **Job description**: My client a renowned Financial Services firm based in the heart of London are looking for a...

  • Team Assistant

    4 weeks ago


    London, United Kingdom Tiger Recruitment Ltd Full time

    **Team Assistant** **Permanent** **Hybrid working** **City of London** **£38,000-£42,000** Our client is an established Asset Manager looking to hire a Team Assistant to join their London team. This is an amazing opportunity to establish a career within the financial sector whilst learning from the best of the best. They are looking for a switched-on,...

  • Team Assistant

    3 days ago


    London, United Kingdom Oriel Partners Limited Full time

    We are excited be working on a fabulous Office / Team Assistant role for a highly successful boutique finance firm. Based out of a lovely modern office in the West End, the Office / Team Assistant will be joining a young, friendly, and collaborative team. This is the perfect role for a highly professional and personable candidate who has a real muck-in...

  • Team Assistant

    7 days ago


    London, United Kingdom Wild Berry Associates Full time

    This Design firm in the heart of the West End is currently looking for Team Assistants to assist large teams of like minded individuals who" work hard and pay hard" This a pivotal role within busy teams where you will be the "go to person". Your main focus will be to support the team with a multitude of administrative tasks such as: - Gathering finance...

  • Team Assistant

    3 weeks ago


    London, Greater London, United Kingdom Australasian Recruitment Company Full time

    TEAM ASSISTANT - GLOBAL INVESTMENT RESEARCH A global investment bank is seeking someone to join the team as a Team Assistant in the Global Investment Research division This will be a highly organised and motivated team assistant required to work across the Healthcare business unit and Software Services team within Equity Research. The successful candidate...

  • Team Assistant

    2 weeks ago


    London, United Kingdom Carnegie Consulting Full time

    NOT FINANCE – exclusive Yachting company – ideally you will be available soonest – have relative team assistant experience and some office/facilities management.This is a fantastic new opportunity FOR a brilliant Assistant with superb interpersonal skills and a SOLID CV. This is an exclusive company - rare roles come up here. They are supersmart,...

  • Team Assistant

    6 days ago


    London, United Kingdom Carnegie Consulting Full time

    NOT FINANCE – exclusive Yachting company – ideally you will be available soonest – have relative team assistant experience and some office/facilities management. This is a fantastic new opportunity FOR a brilliant Assistant with superb interpersonal skills and a SOLID CV. This is an exclusive company - rare roles come up here. They are supersmart,...

  • Team Assistant

    4 weeks ago


    London, Greater London, United Kingdom Bain and Gray Full time

    Team Assistant Mayfair A boutique company in Mayfair are looking for a sparky junior candidate to join their close knit and extremely friendly team as their Team Assistant. This is a role for someone looking to progress their support career and perhaps climb the ranks to being a PA / EA in time. As Team Assistant you will not only muck in with travel and...

  • Team Assistant

    2 weeks ago


    London, Greater London, United Kingdom Australasian Recruitment Company Full time

    Team Assistant - German SpeakingAre you fluent in German and looking to fast-forward your Assistant career with a prestigious global investment bank?Our client is currently looking for a standout Team Assistant to join their high performing and hardworking team on a 6-month temporary basis with the possibility of moving into a permanent position. This role...