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For Companies At a Glance
- Tasks: Support the CIO team with administration, meeting organisation, and documentation management.
- Company: Join a renowned Wealth Management firm serving High-Net-Worth Clients.
- Benefits: Enjoy a full-time role with opportunities for growth and learning in a dynamic environment.
- Why this job: Be part of a collaborative team that values innovation and embraces AI tools for productivity.
- Qualifications: 1-2 years of admin experience in Financial Services; proficiency in Word, Excel, and PowerPoint required.
- Other info: Ideal for those looking to kickstart their career in Investment Management.
The predicted salary is between 36000 - 60000 £ per year.
The Company
An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
The Role
The Team Assistant will sit within the CIO team and will support the Investment Research team from a PA / Team Administration perspective. The Team Assistant will act as secretary to all investment committees where required and ensure consistency of agendas and minutes. The Team Assistant will chase action points, organise Investment committee meetings to minimise clashes and rescheduling. Will process documentation and work closely with the CIO, organise meetings with fund management groups and companies. Ensure correct internal constituencies are notified and participate, maintain register of meetings (historic and future). Engage where required, organise and own the investment process output to elsewhere to the Wealth Management company in conjunction with the wider CIO team, liaising with senior colleagues to ensure relevance, timeliness and consistency. Ensure timely maintenance of investment notes, populate with minutes, committee pages, list changes of performance, producing daily spreadsheet-based communications.
The Candidate
- 1-2 years Team Administration / Team support experience within a Financial Services setting – Investment Management would be ideal.
- Word, Excel, PowerPoint experience; advanced database software such as Visual Basic, MS Access and Power BI would be highly beneficial.
- Able to respond respectfully but forcefully to senior colleagues.
- Embrace the opportunities offered by Artificial Intelligence tools to improve productivity.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Administrative and Research
Industries
- Financial Services, Investment Management, and Investment Advice
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Team Assistant , PA duties , Investment Management CIO team employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant , PA duties , Investment Management CIO team
✨Tip Number 1
Familiarise yourself with the investment management industry. Understanding key concepts, terminology, and current trends will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or connect with individuals on platforms like LinkedIn to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. Be ready to discuss specific situations where you improved efficiency or resolved conflicts.
✨Tip Number 4
Highlight your proficiency with relevant software tools. If you have experience with advanced database software like Visual Basic or Power BI, be prepared to discuss how you've used these tools to enhance productivity in past positions.
We think you need these skills to ace Team Assistant , PA duties , Investment Management CIO team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in team administration and support within financial services. Emphasise any specific roles or tasks that align with the responsibilities of a Team Assistant in an investment management context.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your familiarity with investment management and how your skills in Word, Excel, and PowerPoint can contribute to the CIO team's success.
Highlight Relevant Skills: In your application, specifically mention your experience with advanced database software like Visual Basic, MS Access, and Power BI. Discuss how these tools can enhance productivity and support the investment process.
Showcase Your Communication Skills: Since the role involves liaising with senior colleagues and organising meetings, demonstrate your strong communication skills in your application. Provide examples of how you've effectively communicated in previous roles, especially in high-pressure environments.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Administrative Skills
Make sure to highlight your previous experience in team administration, especially within financial services. Be prepared to discuss specific tools you've used, like Word and Excel, and how you've applied them in your past roles.
✨Demonstrate Your Organisational Abilities
Since the role involves managing meetings and documentation, be ready to provide examples of how you've successfully organised events or maintained records in the past. Discuss any systems you’ve implemented to keep things running smoothly.
✨Familiarise Yourself with Investment Management
Brush up on basic investment management concepts and terminology. Understanding the industry will not only help you answer questions more effectively but also show your genuine interest in the role and the company.
✨Embrace Technology
Be prepared to talk about how you've used technology, including AI tools, to enhance productivity in your previous roles. Mention any experience with advanced database software like Visual Basic or Power BI, as this could set you apart from other candidates.
