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Team Assistant

You will be required to provide high‑quality secretarial and administrative support to a group of Trustees within the Financial Services sector.

Hybrid working: 2 days office‑based, 3 days from home
Location: Wimbledon
Increased office attendance required during probation
Full‑time hours: Monday to Friday, 9am-5pm
Salary: Up to £30,000kMain Duties & Responsibilities

Log and monitor annual scheme budgets
Process and log invoices
Update master spreadsheets, registers, compliance checklists and governance systems
Manage Trustee diaries
Schedule meetings and organise arrangements
Coordinate travel and expenses
Handle incoming and outgoing post; ensure appropriate follow‑up
Answer incoming calls, providing support when Trustees are unavailable
Maintain a professional and responsible approach to all client‑related communications

Supporting meeting preparations: drafting agendas, collating papers, issuing meeting packs, confirming venue arrangements
Preparing minute templates
Updating action logs and issuing follow‑ups to providers
Completing quarterly tasks ahead of Trustee meetings
Creating meetings and managing document uploads to online portals
Liaising with providers to confirm meeting dates, track actions, and ensure timely submission of papers
Monitoring regular correspondence from scheme providers and industry bodiesKnowledge & Experience

Previous PA, secretarial or administrative experience
Background in pensions administration or an understanding of trusteeship is advantageous but not essentialKey Behaviours

Professional approach to all client‑related matters
Enthusiastic, proactive, and able to use initiative
Strong organisational skills with the ability to think on your feet
Able to prioritise and manage multiple tasks simultaneously
Collaborative, flexible team player
Excellent attention to detail and process‑driven
Ability to deliver accurate work to deadlines
Strong written and verbal communication skills
Good interpersonal skills
Confident and professional telephone mannerQualifications

GCSE English and Maths (Grade C/4 or above) or equivalent
Proficiency in Microsoft Office:
Excel (intermediate to advanced)
Word (intermediate to advanced)
Outlook (intermediate to advanced)
PowerPoint (basic)

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