Team Assistant

Recruiter
Killik & Co
Location
Chiswick High Road, Chiswick
Salary
£25k - £35k per annum depending on experience + comprehensive benefits package
Posted
19 Jun 2019
Closes
19 Jul 2019
Ref
TAC2019
Hours
Full Time
Flexibility
None
Contract Type
Permanent

Killik & Co is an award-winning, independent investment house, 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 and personal advisory service to help our clients achieve financial peace of mind.

We are currently looking for a Team Assistant to join our branch in Chiswick. 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. For full details of the role, please visit https://www.killik.com/about/working-with-us/team-assistant-chiswick/.

Key Responsibilities:

  • Assist Investment Managers as required
  • Reception work; greeting clients, refreshments etc
  • 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
  • Other general administration tasks e.g. filing, ordering stationary etc

Requirements:

  • Good standard of education
  • Good computer literacy with skills in MS Office especially Excel
  • Previous experience of working in an office environment and supporting role
  • Previous experience within financial services is desirable but not essential
  • Confident and proactive attitude to work
  • Excellent planning and organisational skills
  • Attention to detail
  • Ability to prioritise under pressure

In return we are offering a competitive salary and comprehensive benefits package.

We look forward to receiving your application.

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