Personal Assistant

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future. Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference. 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. Personal Assistant Location:  London What is the team like? An Investment Management team managing multi-asset family, pension, trust, offshore, company and charity investment portfolios, working closely with clients and advisers to deliver a high quality, bespoke service. What are the key responsibilities? • To provide ongoing general administrative duties and support to the team on a timely basis • Assist with the preparation, checking, distribution and streamlining of valuation reports to clients • Preparation of client meeting packs • Undertake ad-hoc letters and mail shots as required • Team expenses  • Organising team events, client meetings and video conferences • Liaise professionally with clients and intermediaries as required • Help set up new clients details as necessary • Prepare timely client correspondence as requested • Keep abreast of operational and administrative procedures • Ensure all activities/actions undertaken meet and comply with compliance standards, including suitability, KYC, FATCA, etc • Liaise with the appropriate departments in respect of all admin queries and amendments to client information • Help the wider team where relevant What skills and knowledge are we seeking? This role would be well suited to candidates from a receptionist, secretarial or Personal Assistant background. We are seeking candidates that are effective communicators (written and verbal) and strong team players that can multitask between a variety of client communication tasks as well as manage diaries. Excellent knowledge of Microsoft Word, Outlook PowerPoint and Excel Excellent grammatical skills Ability to learn and develop knowledge of internal systems, including Pulse and Access systems (training will be provided) Familiarity with stock market terminology and a regulatory environment an advantage Numerate High attention to detail, ensuring accuracy in work Pro-active nature and keen to help clients The successful candidate will be able to demonstrate strong verbal and written communication skills, with a good client-facing manner. They should have good time management skills, be able to work to deadlines in a calm, methodical and professional manner, and work on their own initiative when required. The successful candidate will have a flexible attitude to work in response to changing workloads and deadlines.  Any other attributes that would be helpful? • Reliable and enthusiastic individual with a strong sense of integrity • Proactive individual who is naturally efficient, conscientious, organised, can manage time well, competent at working to deadlines and keen to learn • Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day-to-day business  • A team player who is flexible, so as to help clients, and occasionally work extra hours and is happy to work in a team environment