Team Assistant - Wealth Advisory
Core
Provide high-level administrative support to the Head of the Division and the broader Partner group, managing complex diaries, correspondence, and client documentation.
Role type
Senior administrative assistant (wealth advisory)
Builds
Operational efficiency for the Head of Division and Partner group
Domain
Financial services / Wealth Advisory
Deliverable
dashboards & analysis
Required skills
Calendar management, correspondence drafting, client documentation, stakeholder coordination, event organization, mail management
Preferred skills
Professional development, mentorship participation
Responsibilities
Manage complex diaries and busy schedules; Coordinate meetings with internal and external stakeholders; Review, format and finalise client documentation; Drafting correspondence; Organise team training sessions; Respond to client requests; Manage incoming and outgoing client mail; Provide relief reception; Assist with ad hoc tasks and special projects.