Team Assistant (Sales Team, Financial Services)

https://www.montpellier.uk.com/job-search/2245/job2025-02-07 13:18:062025-04-25 Montpellier Resourcing
Job Type Permanent
Area All of London, UK All of London UK
Sector Financial ServicesOther
Salary Up to £60,000 plus excellent bonus and benefits
Currency GBP
Start Date
Job Ref VAC-17992
Job Views 98
Description

Up to £60,000 plus excellent bonus and benefits

Please note, this role is 5 days a week in the office

Due to exciting growth, a fantastic opportunity has arisen for a highly accomplished Team Assistant to join a boutique financial services company based in central London. Our client, a specialist lending company, is seeking an experienced and accomplished Team Assistant to support the Sales Team. The role will involve a number of responsibilities, and is a fantastic opportunity to join a fast-paced and dynamic team. Candidates must have good excel skills, and experience producing data reports.

Duties of the Team Assistant to include:

  • Working with numerical data from the sales team to compile and update daily and weekly Excel reports.
  • Manage multiple email accounts daily, including drafting and preparing emails.
  • Attend meetings, take minutes, and ensure their prompt and efficient preparation.
  • Manage diaries, schedule meetings, and book meeting rooms as needed.
  • Prepare and maintain weekly and monthly reports for internal stakeholders.
  • Support team performance management, including attending review meetings and compiling notes.
  • Draft responses to correspondence, gather information from team members, and ensure timely replies.
  • Proactively identify and escalate issues, taking prompt follow-up action.
  • Create presentations and reports using PowerPoint.
  • Manage the sales team meeting calendar.
  • Perform other ad-hoc duties as required.

Requirements for the successful Team Assistant to include:

  • Exceptional verbal and written communication skills, combined with meticulous attention to detail and accuracy in a fast-paced environment.
  • Proficiency in MS Office Suite (Word, Excel, PowerPoint, Adobe) and strong organizational, time management, and problem-solving skills.
  • Previous experience working to support a busy team, and strong experience producing reports.
  • Expertise in managing correspondence, maintaining confidential information, and handling filing/paper management.
  • Ability to take ownership of tasks, follow up on outstanding items, and effectively interact with challenging clients while maintaining professionalism and discretion.

 

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

 

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Montpellier Resourcing Associates Ltd
Level 30, The Leadenhall Building
122 Leadenhall Street
London
EC3V 4AB
Tel: 020 7036 0361
info@montpellier.uk.com

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