Team Assistant

1 week ago


Cheltenham, Gloucestershire, United Kingdom Investec Full time
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.

Team Assistant

Location:
Cheltenham

What is the team like?


The role is a hybrid role, combining both Reception and Administration duties - as such, the role would entail interacting with all our colleagues and their clients, as well as any external parties.


What are the key responsibilities?

  • Operation of Telephone Switchboard, help with queries, take messages and transfer calls as necessary
  • Welcoming clients/visitors
  • Maintain diary for all meeting rooms
  • Assist with ordering and serving catering/refreshments
  • Handle incoming/outgoing post including scanning and printing as required
  • Arrange couriers and taxis as required
  • Organise video conferences between offices and external contacts
  • Ordering and sorting hard copy client documents/literature
  • Keep abreast of operational and administrative procedures
  • Provide administrative support to Investment Managers, IM Administration such as: mail merges, generating reports, producing client packs, account opening, and adhoc client management (for example, data amendments, payments out, transfers and closures)
  • Ensure compliance with regulatory and organisational requirements/ procedures at all times e.g. suitability, KYC, FATCA.

What skills and knowledge are we looking for?

  • Excellent customer service and communication skills
  • Superb attention to detail
  • Proactive nature
  • Proficient in Microsoft Office (Word, Outlook and Excel)
  • Ability to learn and develop knowledge of internal systems

Any other attributes that would be helpful?
Reliability, enthusiasm, initiative, self-motivation and integrity are essential characteristics. Previous client-facing administrative experience is desirable.

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.


We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in "out of the ordinary" ways.

Our culture places belonging and inclusion at its centre and our work environment is integral to this.

If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.



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