Team Assistant

  • Competitive
  • Londres, Angleterre, Royaume-Uni Londres Angleterre GB
  • CDI, Plein-temps
  • Killik & Co
  • 18 avr. 18 2018-04-18

Killik & Co is an award-winning, independent Wealth Manager, providing advice on savings, planning and investments to retail customers. Founded in 1989, Killik & Co is one of the few remaining independent Partnerships, providing a modern approach, whilst retaining the sensibilities of a traditional, personal advisory service to help our clients achieve financial peace of mind. We are currently looking for two Team Assistants to join our branches in Chelsea and Kensington. The role will suit someone who enjoys completing regular tasks and responsibilities within deadlines and has a background in providing reception and administration services to a wider team.

Full time – Permanent

Monday – Friday (Flexible working will be considered)

Location: London (Chelsea, Kensington or Hampstead)

Salary: Competitive + Excellent Benefits

Key Responsibilities:
• Assist Investment Managers in team as required
• Provide reception service; meeting and greeting clients
• Coordinate client communication; calls / messages / forward on as necessary
• Organise meetings and functions, including provision of refreshments as required
• Help Investment Managers prepare for meetings, for example collating new client packs or printing portfolios
• Compose letters and emails
• Mail merge work for marketing letters
• Coordinate account opening and transfers ensuring clients have correctly filled out the appropriate paperwork. Monitor transfers and liaise with relevant parties
• Typing of meeting / phone call notes into in-house client data management system (CRM)
• Deal with the post – open / distribute in the morning and stamp / take to the post box in the evening
• Assist and coordinate marketing initiatives for example organise flyers to be printed
• Responsible for branch maintenance: liaise with IT on printers/PCs and Officer Services on utilities, order stationary.

• Good computer literacy with skills in MS Office especially Excel
• Previous experience of working in customer service and team environment is desirable
• Previous experience within the financial services is desirable but not essential
• Excellent planning and organisational skills
• Attention to details
• Ability to prioritise under pressure

Please send a CV and Covering Letter detailing why you would like to apply for this position and your preferred location.