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Personal Assistant, Investments

1 month ago


London, UK, United Kingdom WELLCOME TRUST Full time

Closing date: Sunday 18 August 2024

Contract type: Permanent

The Wellcome Trust is a global charitable foundation. We improve health for everyone by funding science, leading policy and advocacy campaigns, and building partnerships.

We plan to spend £16bn over the next ten years, funding new discoveries in life, health, and wellbeing, and taking on three global health challenges: mental health, infectious disease and climate and health.

These challenges need the bold science we support, but they won't be solved by science alone.

We are looking for a Personal Assistant to join our investments team.

Where in Wellcome will I be working?

Our investment portfolio is a resource that makes our charitable work possible, rather than a way in which we seek to achieve our mission. Over the past decade, the portfolio has grown at an annual rate of 12%, which has enabled us to nearly double the amount we spend on our mission of improving health for everyone by helping great ideas to thrive. The original source of our funding was a bequest left by Sir Henry Wellcome on his death in 1936. Since then, Wellcome's funding has come from a wide range of financial assets around the world:

  • publicly listed stocks and shares

  • private equity

  • venture capital

  • property

  • hedge funds and other investments.

You will join the Investments Operations team, reporting to the Investment Executive Assistant.

The PA team consists of 2 PAs / Team Coordinators and 1 Executive Assistant. The PAs provide general PA support to at least 2 senior members and team coordinator support to the wider Investments team.

What will I be doing?

You will provide a broad range of administrative, secretarial, support to 2 Principals as well as the wider Investments Team including manages schedules, arranges meetings, and handles correspondence, which frees up investment professionals to focus on decision-making and strategy.

What will I be doing?

You will provide a broad range of administrative, secretarial, support to 2 Principals as well as the wider Investments Team.

As a PA, Investments you will:

  • Diary management, for SLT (Senior Leadership Team) & wider team.

  • Assist with the co-ordination and logistics of team activities ensuring the smooth running of the team.

  • Organise internal and external meetings and appointments.

  • Prepare logistics for internal and external meetings, booking rooms, setting up AV, attending such meetings and producing minutes as required.

  • Arrange travel and meetings for SLT and team.

  • Help arrange and facilitate team training & offsite.

  • Contribute to a diverse and inclusive culture across the organisation, collaborating across departments.

Is this job for me?

We are looking for someone who:

  • Has relevant/solid experience in a Personal Assistant or Team Coordinator roles.

  • Experience in the finance sector desired.

  • Has excellent working knowledge of Microsoft Office software including SharePoint

  • Is able to manage diaries and workload in an organised and efficient way, multi-task and able to work at pace and prioritise work to deadlines.

  • Must be proactive, able to use own initiative and possess a flexible attitude to the workload.

  • Ability to deal with people at all levels and deal professionally with confidential material and issues.

  • An excellent team player

To apply please upload your current CV and complete our short application.

Interview dates: Tuesday 10, Thursday 12, Friday 13 September 2024

You can view the full job description on our website

You can read more about the benefits we offer our employees on our website

Our Hybrid Way of Working

We understand that our colleagues have commitments and personal interests outside of work and we strive to build a flexible working environment, in which people can perform at their best. We are currently working 2 days per week (Tuesdays and Wednesdays) from our Euston Road offices (as part of our hybrid Ways of Working) with the remaining 3 days working either remotely or in the office.

From 1st September 2024 we will move to 3 days in the office (Tuesday, Wednesday and Thursday) with the remaining 2 days working either remotely or in the office.

Diversity and Inclusion is at the heart of everything we do

Diversity and Inclusion is a priority at Wellcome. We are committed to cultivating a fair and inclusive environment, where everyone can be themselves and thrive. We are happy to discuss flexible working options for all roles. We work to ensure that our recruitment processes are as inclusive as possible to everyone. This includes making adjustments for people who have a disability or long-term condition. Please visit our website for more information on adjustments and accessibility, or contact us at .

Upon a conditional offer being made, the successful applicant for this position will be required to undertake a Basic Disclosure and Barring Service (or equivalent) criminal record check to disclose any 'unspent' criminal convictions or conditional cautions under the Rehabilitation of Offenders Act 1974. The criminal record check with not show anything that is 'spent'.

For further guidance on disclosure of criminal records please see this UK Government Guidance. You can view our Policy Statement on the Recruitment of Ex-offenders here. You can view our Privacy Statement here.