It is essential that the Team Assistant has a meticulous attention to detail, can work at speed while maintaining accuracy, and takes pride in producing the highest quality work possible in order to stand up to the scrutiny of the Portfolio Managers. The role will be demanding and sometimes pressured, and it is important that the Team Assistant maintains composure, focus, and remains committed to ensuring the highest quality of work.
This job suits an independent minded, bright, self-starter who is constantly thinking about how to improve both themselves and the business.
What may a day look like?
- Working closely and collaboratively with a small team of Assistants. Providing cover for one another and sharing workloads in times of high pressure
- Arranging meetings / diary management
- Booking travel
- Collating research packs from various data sources.
- Downloading files and saving accurately
- Liaising with external organisations e.g. clients, listed companies and brokers
- Scanning and filing notes
- Maintaining the CRM database to accurately store records of meetings, notes and events
- Keeping an efficient electronic filing system where resources can be easily located
- Circulating News, Broker Notes and Portfolio updates to the team of Investment Professionals
- Processing expenses
Qualities
- A strong academic record
- Minimum 2 years’ experience in a professional environment in an administrative role
- Open, honest, and intellectually curious /bright
- Resilient
- A desire and ability to learn quickly
- Excellent communication skills, both verbal and written
- Organised with good attention to detail
- Able to work with minimum supervision, using own initiative to prioritise tasks
- Proactive, flexible and friendly with a sense of humour and perspective
- Good knowledge of Microsoft Word and Excel
Financial Package
- Discretionary bonus, dependent on both personal and business performance
- Excellent healthcare plan