Personal Assistant, Investments

About Columbia Threadneedle Investments

Columbia Threadneedle Investments is a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.

Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients.

We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.

Our focus is on clients, achieving results through a strong financial foundation and a global perspective.

Job Description

We are seeking a highly organized and proactive Assistant to support the Head of EMEA Investments.

Working closely with the VP, Planning & Administration for Global Investments and the Regional EMEA Investments Business Manager, you will coordinate executive activities, manage complex schedules and travel arrangements, support meetings and events, and assist with departmental projects and operations.

Responsibilities

• Provide day‑to‑day coordination and support of the region leader and project activities to ensure key tasks and deadlines are met.
• Work closely with the VP – Planning and Administration and the regional business manager for departmental deliverables.
• Proactively manage executive calendars, prioritize meetings, and coordinate schedules across internal and external stakeholders.
• Plan domestic and international travel, off‑sites, and events; coordinate accommodations and resources; track and file expenses; and create and provide initial analysis of reports.
• Prepare and coordinate meeting materials.
• Plan and organize meetings, conferences, and events (logistics, materials, travel, etc.).
• Prepare expense reports, invoices, presentations, communications, and travel arrangements.
• Support department operations, including programs such as recognition, timekeeping, budgets, and supply management.
• Provide project and program support (researching questions, coordinating efforts, handling ad‑hoc requests).
• Read and respond to emails and requests on behalf of the leader; ensure the leader is informed of pending requests or requests requiring follow‑up.
• Respond to ad‑hoc requests and manage small projects.
• Research, respond, and resolve questions regarding department processes, functions, and requests.
• Partner with other functional areas to quickly resolve issues and accomplish responsibilities.
• Interact with internal business partners to track, maintain, and communicate department information.
• Provide back‑up support for other administrative assistants as needed.

Qualifications

• Prior administrative and/or project management experience.
• Strong interpersonal skills; ability to interact with multiple teams and individuals at various professional levels and locations.
• Strong knowledge and application of Microsoft Office programs (Word, Excel, Power Point, Outlook, Teams).
• Demonstrated experience coordinating complicated travel, including international.
• Excellent organizational skills, attention to detail, and success in working across multiple teams, offices, and time zones.
• Exceptional written and verbal communication skills.
• Ability to handle and keep information confidential.
• Efficiency and skillfulness in a fast‑paced environment.
• Preferred Qualifications
• Experience with administrative programs such as Ariba Buyer, Concur, etc.
• Project coordination experience.
• Financial services industry experience.
• Understanding of the financial markets is beneficial.

Work Environment

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.

Employment Type

Full time, permanent.

Equal Employment Opportunity Statement

Columbia Threadneedle Investments is an equal‑opportunity employer.

We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity, or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

If you require a reasonable accommodation to aid your participation in the application or interview process, please discuss this with your recruiter.

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