Team Assistant – Investment Firm (Hybrid, London)

About the role

We are seeking a proactive Team Assistant to support a busy investment team in Central London. The role is hybrid and involves providing high‑level administrative and operational support to senior stakeholders.

Key responsibilities

• Provide comprehensive administrative support to the investment team.
• Coordinate complex diaries and schedule internal and external meetings.
• Organise client meetings, including venue bookings, catering, logistics and preparation of meeting materials.
• Arrange domestic and international travel, handling flights, accommodation, visas and detailed itineraries.
• Process and reconcile expenses accurately and promptly.
• Prepare high‑quality presentations, reports and client meeting packs using Microsoft Office.
• Support planning and coordination of conferences, client events and internal meetings.
• Maintain accurate client records and activity updates in Salesforce.
• Conduct market and company research to aid team activities.
• Manage office administration, including document management, invoices, supplier coordination and general team support.
• Build strong relationships with internal stakeholders, clients and external service providers.
• Assist with ad‑hoc projects and business initiatives as required.

Required profile

• Previous experience as a Team Assistant or Personal Assistant within financial services.
• Experience in asset management, investment management, wealth management or a related environment.
• Proven diary management and travel coordination abilities.
• Experience preparing professional presentations and meeting documentation.
• Strong proficiency with Microsoft Outlook, PowerPoint, Word and Excel.
• Experience using Salesforce or another CRM system.
• Exposure to organising client events, conferences or roadshows.
• Proactive, can‑do attitude with ability to work independently.
• Excellent interpersonal skills and confidence to liaise with senior stakeholders and clients.
• Exceptional attention to detail and commitment to high‑quality work.

Required skills

• Microsoft Outlook
• Microsoft PowerPoint
• Microsoft Word
• Microsoft Excel
• Salesforce