Team Assistant


Full Time


Family Office

The Company

Our client is an independently owned private office with a heritage of providing specialist wealth and investment management services to selected families, private clients, trust funds, pension funds and limited companies.


The Role

This is a great opportunity for a highly organised and efficient individual to assist the small team of 4. The role is diverse and the responsibilities range from providing support to the Directors to running the office.



  • Diary and travel management for the directors
  • Client support when required
  • Acting as the first point of contact dealing with correspondence
  • Implementing and maintaining procedures/administrative systems
  • Producing documents as required including presentations, letters, reports, meeting minutes and emails, giving a clear, logical presentation, with excellent attention to detail and accuracy, and gathering input from the rest of the team.
  • Managing all matters pertaining to office appearance, including liaising with service providers, cleaners, building management and utilities as required
  • Order and maintain inventory of stationary supplies
  • Other projects as required




  • Experience of working in a professional office environment in an administrative role and providing high level support at Director level (or equivalent), including diary management and document preparation.
  • A confident user of Microsoft Office (Outlook, Excel, Word, PowerPoint). Experience of using other office technology to improve efficiency would be useful.
  • A friendly, approachable and professional manner.
  • An excellent communicator who builds trusted relationships with people at all levels.
  • Energetic, reliable, adaptable and used to using their initiative.
  • Highly organised, great attention to detail and a focus on getting things done.

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