Team Assistant

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 £30,000k

Main 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 bodies

Knowledge & Experience

• Previous PA, secretarial or administrative experience


• Background in pensions administration or an understanding of trusteeship is advantageous but not essential

Key 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 manner

Qualifications

• 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)

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.