Team Assistant (12 Month Contract - Part Time)
Location Ipswich Salary Competitive salary plus a generous benefits package Application Deadline Monday, June 30, 2025 Job Summary
We are looking for a part-time (24 hours per week) Team Assistant to join our centralised Adviser Support team in Ipswich, on a 12-month contract to for maternity cover,providing administrative support to the Adviser teams based in our Mayfair office, and supporting the Reception function in Ipswich on a rotational basis - triaging calls, sorting inbound and outbound post, and greeting visitors to the office.
Key Accountabilities
Providing full administrative support to the Investment Managers and their teams in their day-to-day duties. This will include, but not limited to, co-ordinating account opening for clients, preparing client meetings, assisting with client communications, reviewing debt reports, submitting cash journals, ISA subscriptions and SIPP contributions, actioning payment requests for clients and initiating and monitoring transfer requests.
Providing full administrative support to the Wealth Planning team in their day-to-day duties. This will include, but not limited to, preparation and dispatch of documents to clients or provider, processing returned documents such as Letters of Authority and liaising with third parties to obtain client information via either email or phone.
Answering the main switchboard and directing calls to the appropriate individuals/teams.
Greeting clients and visitors to the office.
Opening, scanning and distribution of daily post to all teams.
Enveloping, stamping and dispatch of daily outgoing post.
Any other administrative duties that may arise within the business.
Key Competencies
Getting Things Done :Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
Communication & Sharing Knowledge : Confident, clear and accurate with all communication;maintains accurate records and makes effective use of new technology;
Customer Service : Positive attitude to find solutions in line with FCAprinciples;Uses customer feedback to improve service;
Effectiveness & Adaptability : Able to maintain a high volume of work, striving for continual improvements;understands individual contribution in relation to corporate objectives;presents a positive image and approach to change; and
Team Working : Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
Good standard of education, particularly in Maths and English
Previous office experience (ideally within a professional services environment)
Previous experience of working in an Investment Management or Wealth Management is highly desirable
Will possess a client focus and concern for quality
Will have a good understanding of anti-money laundering (AML) principles
A diligent worker with a high level of attention to detail
Contractual Hours
8.00am to 4.30pm or 9.00am to 5.30pm, Monday to Friday
Job Profile Job Profile document
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