Meraki Talent
Team Assistant
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Team Assistant
£50,000 - £55,000
Central London | Hybrid
Meraki Talent is working with an Investment firm, looking for a Team Assistant to join their growing team.
This is a pivotal role providing dedicated support to a busy investment team, ensuring the smooth day-to-day running of the function. You'll work closely with senior stakeholders, managing a wide range of administrative, operational and client-facing activities that enable the team to operate efficiently.
Team Assistant Responsibilities
- Provide comprehensive administrative support to a busy investment team.
- Coordinate complex diaries and schedule internal and external meetings.
- Organise client meetings, including venue bookings, catering, meeting logistics, and preparation of meeting materials.
- Arrange domestic and international travel, including flights, accommodation, visas, and detailed itineraries.
- Process and reconcile expenses in a timely and accurate manner.
- Prepare high-quality presentations, reports, and client meeting packs using Microsoft Office.
- Support the planning and coordination of conferences, client events, and internal meetings.
- Maintain accurate client records and activity updates within Salesforce.
- Conduct market and company research to support the team's activities.
- Manage office administration, including document management, invoices, supplier coordination, and general team support.
- Build strong relationships with internal stakeholders, clients, and external service providers.
- Assist with ad hoc projects and business initiatives as required.
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- Previous experience as a Team Assistant or Personal Assistant within financial services.
- Previous experience within asset management, investment management, wealth management, or a related investment environment.
- Excellent diary management and travel coordination experience.
- Experience preparing professional presentations and meeting documentation.
- Strong Microsoft Office skills, particularly Outlook, PowerPoint, Word, and Excel.
- Experience using Salesforce or another CRM system.
- Exposure to organising client events, conferences, or roadshows.
- A proactive, can-do approach with the ability to work independently.
- Strong interpersonal skills and the confidence to liaise with senior stakeholders and clients.
- Exceptional attention to detail and commitment to delivering high-quality work.
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