Client Relationship Team Personal Assistant

About the Role

We are partnering with a respected asset management company to hire a Client Relationship Team Personal Assistant. This key role supports a growing team of Relationship Managers by ensuring smooth handling of client administration, documentation, invoicing, event organization, and various team support functions. This position emphasizes internal coordination and operational support rather than direct client interaction or business development.

Key Responsibilities

• Provide comprehensive administrative assistance to multiple Relationship Managers.
• Maintain precise client documentation, records, and required regulatory paperwork.
• Manage invoice processing and assist with financial administrative duties.
• Coordinate client account administration and related support tasks.
• Oversee CRM system management to keep records accurate and current.
• Organize client events, hospitality, and team-hosting activities.
• Support meeting scheduling, preparation of materials, and follow-up actions.
• Assist with diary management and calendar coordination for the team.
• Serve as the central coordinator for team administrative and operational support.
• Engage in internal meetings, projects, and team initiatives.
• Ensure all administrative functions comply with regulatory standards and are executed efficiently.

Skills and Experience Required

• Experience as a Team Assistant, Team Personal Assistant, or Client Support Administrator supporting multiple stakeholders is essential.
• Strong organizational, administrative, and coordination capabilities.
• Background in financial services is mandatory.
• Proficiency in managing documentation, records, and CRM platforms.
• Experience in planning meetings, events, and team activities.
• Ability to remain calm and professional under pressure.
• Excellent attention to detail with strong prioritization skills.
• Effective communication and relationship-building competencies.
• Team-player mindset with collaborative work approach.
• Track record of stability and longevity in previous roles.
• Looking for a stable, long-term position with meaningful team contribution.

Benefits and Work Environment

• Competitive salary of £55,000 per year.
• Hybrid working arrangement: three days in-office and two days remote.
• Opportunity to join a highly regarded asset management firm.
• Work within a supportive and expanding Relationship Management team.
• Respectful and values-driven workplace culture.
• Long-term career opportunity within an established business.
• Gain exposure to high-net-worth, charitable, and church client portfolios through support activities.
• Varied and engaging responsibilities combining administration, coordination, events, and team support.
• Modern office environment located in London with excellent professional resources.

Additional Information

This role is ideal for candidates seeking executive or PA recruitment opportunities within financial services. We are committed to diversity and inclusion and welcome applications from all qualified individuals. All applications are treated confidentially and processed in compliance with UK GDPR regulations.
Morgan Spencer Limited is registered in England and Wales No: 4254114.