Team Assistant - Investments

Team Assistant - Investments

Full-Time On-site
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About Columbia Threadneedle InvestmentsWorking at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses β€” Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.Job DescriptionWe 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 SupportProvide 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 ExpensesCoordinate 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 SupportSupport team events, offsites and business activities.Coordinate regular reporting and administrative activitiesArrange 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 ManagementBuild 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 TechnologyIdentify 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 CollaborationWe 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 β€” 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-TimeFull timeWorker Sub TypePermanentJob Family GroupBusiness Support & OperationsColumbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.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, speak to your recruiter to discuss how we can support you. #J-18808-Ljbffr

Team Assistant - Investments employer: Columbia-Threadneedle-Investments

Columbia Threadneedle Investments is an exceptional employer, offering a dynamic work environment in Edinburgh where collaboration and professional growth are at the forefront. With a strong commitment to inclusivity and employee development, you will have access to diverse career opportunities and the chance to work alongside a global team of experts in the investment sector. The company values work-life balance and provides flexibility, ensuring that you can thrive both personally and professionally while contributing to meaningful client solutions.

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Contact Details:

Columbia-Threadneedle-Investments Recruitment Team