Team Assistant

2 weeks ago


London, UK, United Kingdom Tate Recruitment Full time

Partner & Team Administrator

Based in their EC1 office

Either 4 or 5 days a week, 1 day WFH

Salary is c£37k FTE


We are seeking a highly organised and proactive admin support professional to assist our Private Client Tax partners & fee earners in a friendly, fast paced professional services firm. The ideal candidate will be a self-starter and team player with excellent communication and multitasking skills, capable of handling confidential information with discretion, ensuring the smooth functioning of the tax teams operations.


Primary Responsibilities:

  • Support for Partners & Fee Earners: Provide comprehensive administrative assistance to multiple team members, including managing calendars, onboarding clients, coordinating travel and meetings, and preparing documents.
  • Document Management: Prepare, proofread, format, and distribute various documents such as proposals, reports, and correspondence, ensuring adherence to our standards. Maintain organized digital and physical filing systems, ensuring confidentiality and compliance.
  • Client Relations: Act as the primary liaison between clients and colleagues, fostering strong relationships, assisting with client onboarding, managing communications, scheduling meetings, and maintaining up-to-date client records. Conduct background checks, draft engagement letters, and set up clients on relevant systems.
  • Billing & Invoicing: Assist in the preparation of client invoices and billing processes.
  • Additional Duties: Collaborate with internal departments to streamline workflows and enhance efficiency, providing support to other teams as required.

Required Skills:

  • Proven experience in a similar role supporting multiple stakeholders.
  • Ideally worked within Financial Services organization. .
  • Strong attention to detail and commercial awareness.
  • Highly organized with the ability to take initiative.
  • Confident and enthusiastic demeanor.
  • Demonstrated collaborative and participative approach, with the ability to engage, inspire, and influence individuals at all levels within the organization.

Tools & Software:

  • Practice Management System (CCH)
  • Access Dimension Lite
  • Microsoft Outlook, Word, Excel, PowerPoint, and Teams
  • Horizon app
  • People HR


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