Do you have 1-2 years’ experience in a client-facing support role within Financial Services?

Are you proactive, conscientious and highly organised, with exceptional attention to detail?

Do you have excellent communication skills and the ability to build relationships with a wide range of stakeholders?

An established financial services firm is looking for a highly capable Team Assistant to join their Investor Relations team.

What you’ll be doing day to day:

• Supporting the IR executives and Head of IR
• Liaising with clients and building strong working relationships
• Helping to coordinate the investor roadshows and handling the feedback process from start to finish
• Accompanying Executives to investor meetings
• Coordinating events, such as conferences, group meetings and site visits
• CRM management and ensuring corporate access regulatory requirements are met
• Putting together accurate and high-quality roadshow schedules and feedback documents

The skills you need to bring:

• 1-2 years’ experience as a PA/Team Assistant in Financial Services
• Meticulous attention to detail
• Team player, able to collaborate effectively with colleagues
• Degree educated ideally
• Ability to work autonomously, knowing when to ask for help and to offer support to the team
• Quick thinker and “can-do” attitude, excellent time management skills
• Advanced MS Office skill including advanced PowerPoint and Excel
• Some CRM experience would be helpful

Posted date: 23 Jun 2025