Team Assistant - Investments

Description

We are seeking a highly organised, proactive and collaborative Senior Team Assistant to provide administrative support to investment professionals within our Fixed Income business.
This role is integral to ensuring the smooth running of the team through effective diary management, travel coordination, meeting organisation, minute-taking, expense processing and operational support. The successful candidate will be a trusted partner who can anticipate needs, build strong relationships and manage multiple priorities.
The role requires a high degree of professionalism, discretion and judgement, together with the ability to work independently and build effective relationships across a broad range of stakeholders.

How you'll spend your time..

Administrative Support

• Provide day-to-day administrative support to investment professionals.
• Manage diaries, coordinate meetings and arrange conference calls.
• Organise internal and external meetings, including room bookings, catering and meeting logistics.
• Prepare meeting materials, presentations and supporting documentation.
• Produce and distribute meeting packs and supporting materials where required.

Travel and Expenses

• Coordinate complex domestic and international travel arrangements, including multi-destination itineraries, flights, accommodation, transfers and detailed travel schedules.
• Research entry requirements and coordinate the timely application for appropriate visas and supporting travel documentation, ensuring requirements are met ahead of departure.
• Process expense claims and invoices accurately and within deadlines.
• Follow up on outstanding receipts and approvals where required.

Team Coordination and Meeting Support

• Support team events, offsites and business activities.
• Coordinate regular reporting and administrative activities
• Arrange and support recurring governance and business meetings.
• Attend meetings where required, taking accurate minutes and capturing actions, decisions and key discussion points.
• Act as a liaison between the investment team and key support functions, including HR, IT,
• Compliance, Facilities and Travel.

Stakeholder Management

• Build effective working relationships across Investments and wider business functions.
• Respond professionally to internal and external enquiries.
• Handle sensitive and confidential information with discretion.
• Support the delivery of team and business priorities through effective coordination and communication.

Process Improvement and Technology

• Identify opportunities to improve administrative processes and team efficiency.
• Use technology tools, including Microsoft Office, Teams and Copilot, to enhance productivity and meeting support.
• Contribute to process improvements and administrative best practice across the team.

To be successful in this role you will have..

• Previous administrative, team assistant or business support experience.
• Experience preparing agendas, taking meeting minutes and tracking actions.
• Excellent organisational and prioritisation skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple competing priorities.
• Excellent verbal and written communication skills.
• Strong relationship-building and stakeholder management skills.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, PowerPoint and Teams.
• Ability to work independently as well as collaboratively within a team.

It would be great if you also had..

• Experience within financial services or asset management.
• Familiarity with expense and travel management systems such as Concur.
• Experience supporting multiple stakeholders and senior professionals.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Business Support & Operations