Private Client Team Assistant 12 months FTC

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Are you a Team Assistant looking for your next opportunity ?

Do you have good interpersonal skills?

Are you organised and good at prioritising?

What are the main responsibilities of this role?

• Proactive diary management, understanding priorities and managing people's expectations


• Diary management assistance for team leaders


• Discretion in dealing with highly confidential and sensitive information


• Management of travel logistics


• General office administration


• Preparation of presentations and documents for following days meetings


• Assist managers with the preparation and distribution of all documentation


• Compile and submit expense claims on our expense system


• General HR duties including approving annual leave, sickness and general oversight of HR Connect for the direct reports of Head.


• Completion of ad-hoc tasks and key office initiatives


• Organise and maintain filing system


• Authorise and submit invoices for payment from suppliers


• Perform any other administrative duties related to the teams as required including accounts payments, facility bookings, building access etc.


Meeting arrangements:

• Assist, book and arrange venues as and when required for meetings, workshops, offsites


• Notify all defined parties of meetings and workshops through notifications (agendas; attachments etc.)


• Attend team meetings in order to take accurate minutes and action points or tasks


• Learning co-ordination:


• Support the PC Team team in the delivery of learning/training initiatives


• Co-ordination of training in team diaries through the PB Learning calendar


• Execution of training initiatives in the team including new starter training process, lunch and learns, CeMap registration process etc.


• Responsible for tracking training attendance where necessary


• Registration and invoicing of external training courses
  
  Good command of the English language (verbal and written communication skills) and be able to generate own correspondence/communication


• Attention to detail and ability to multi-task


• Good organisational and time management skills


• Good telephone skills


• Be able to work with minimum supervision


• Good interpersonal skills


• Assisting in the effective and efficient running of projects


• Ability to build relationships


• Innovative and solutions driven


• Self-motivated, assertive and pro-active


• IT Skills; Microsoft office, very knowledgeable in MS Outlook, MS word, MS Excel, MS Power Point


• Regulatory Knowledge as applicable to role


Any other attributes that would be helpful, but not essential for the role.

• Flexible


• Methodical


• Solutions driven


• Approachable


• Service orientated
  
  Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
  
  As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.


Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance