Client Services Team Assistant

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Job Type

Permanent

Industry

Financial Services

Location

City / Hybrid

Salary

£30-35k

Qualifications

Degree advantageous but not essential

Skills

Strong attention to detail

Team Assistant – Join a Prestigious Wealth Management Firm

KMK is on the hunt for a personable and confident Team Assistant to join a dynamic, forward-thinking independent wealth management firm, dedicated to serving high-net-worth clients. This is a fantastic opportunity for an experienced administrator who thrives in a supportive, team-oriented environment.

Responsibilities

Based in a beautiful office, you’ll be part of a close-knit team, supporting Account Managers who specialize in client care. We’re looking for someone who can manage a diverse and fast-paced workload with initiative and a practical approach. The role offers variety, including tasks like managing client presentations and reports, handling incoming and outgoing post, maintaining accurate records, liaising with third parties for information, managing complex diaries, communicating with clients, updating CRM systems, and providing general administrative and PA support.

Requirements

The ideal candidate will have strong MS Office skills, excellent attention to detail, and the ability to produce high-quality work with a focus on accuracy and clarity.

If you’re a proactive team player looking for a role where you can make a real impact in a company that values and invests in its staff, we want to hear from you. With a competitive benefits package and a supportive work culture, this is a great opportunity to grow your career. Apply today!