Team Assistant – Investment/Wealth Management – City of London (Hybrid)

Our client, a highly respected and globally successful investment and wealth management firm, is seeking a professional and proactive Team Assistant to support two Managing Directors. This is an exciting and rewarding role that offers the opportunity to work at the heart of the business, with exposure to a broad range of activities and a collaborative company culture.

This role is fully office-based during the probationary period, transitioning to one day per week working from home thereafter.

Key Responsibilities

• Provide proactive diary management for the Managing Directors.
• Arrange global travel, including preparing detailed itineraries.
• Act as a gatekeeper, managing emails and inboxes effectively.
• Handle administrative tasks such as expenses, invoices, research, document preparation, and maintaining holiday spreadsheets.
• Coordinate events, including team socials, onsite/offsite meetings, and conferences.
• Oversee the onboarding process for new team members.
• Facilitate internal and external communications, ensuring seamless information flow.

Skills and Experience Required

• Minimum of 3 years’ experience as a Team Assistant or in a similar role, preferably within investment or wealth management.
• Strong proficiency in IT systems, including Outlook, PowerPoint, Word, and Excel.
• Exceptional organisational skills with the ability to multitask and maintain high attention to detail under pressure.
• Excellent interpersonal skills and a flexible, team-oriented approach.
• Professional and polished demeanour, with the ability to liaise with stakeholders at all levels.

Details and Benefits

• Salary: Up to £47,500 per annum (DOE).
• Working Arrangement: Fully office-based during probation, with one day per week WFH post-probation.
• Benefits: Generous package, including a discretionary bonus and opportunities for personal and professional growth.

Lily Shippen is a leading business and executive support recruitment agency in the UK. We recruit for a wide range of roles, including Team Assistants, Executive Assistants, Personal Assistants, Office Managers, Chief of Staff positions, and HR roles, connecting businesses with exceptional talent.

Our expertise includes recruiting Team Assistants for investment and wealth management firms in London, as well as key locations such as Manchester, Birmingham, Leeds, Bristol, Sheffield, and internationally. Whether you’re hiring for temporary, permanent, or fixed-term contracts, we specialise in matching businesses with outstanding candidates who excel in organisational and administrative support roles. Let us help you find the perfect fit for your organisation.