Team Assistant - Investments

Ameriprise Financial Services, LLC; Greater London; On-site; GBP 28,000 - 42,000; Full time

Job summary

Columbia Threadneedle Investments is seeking a highly organised Senior Team Assistant to support investment professionals in our Fixed Income team. You will manage diaries, coordinate meetings and travel, and handle minutes and expenses with discretion.

The role requires professionalism and the ability to work independently across multiple stakeholders, while fostering strong relationships and driving process improvements.

Qualifications

• Previous administrative, team assistant or business support experience.
• Experience preparing agendas, taking meeting minutes and tracking actions.
• Excellent organisational and prioritisation skills.
• Strong attention to detail and accuracy.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, PowerPoint and Teams.

Responsibilities

• Provide day-to-day administrative support to investment professionals.
• Manage diaries, coordinate meetings and arrange conference calls.
• Organise internal and external meetings, including room bookings, catering and meeting logistics.
• Prepare meeting materials, presentations and supporting documentation.
• Produce and distribute meeting packs and supporting materials where required.
• Coordinate complex domestic and international travel arrangements, including visas.
• Process expense claims and invoices accurately and within deadlines.
• Attend meetings taking accurate minutes and capturing actions.
• Act as a liaison between the investment team and HR, IT, Compliance, Facilities and Travel.

Skills

Administrative experience

Diary management

Meeting organisation

Minute-taking

Stakeholder management

Organisational skills

Communication skills

Microsoft Office

Team collaboration

Tools

Microsoft Office Suite

Teams

Copilot

Job description

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you’ll find growth and career opportunities across all of our businesses.

We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients’ specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

We are seeking a highly organised, proactive and collaborative Senior Team Assistant to provide administrative support to investment professionals within our Fixed Income business.
This role is integral to ensuring the smooth running of the team through effective diary management, travel coordination, meeting organisation, minute-taking, expense processing and operational support. The successful candidate will be a trusted partner who can anticipate needs, build strong relationships and manage multiple priorities.
The role requires a high degree of professionalism, discretion and judgement, together with the ability to work independently and build effective relationships across a broad range of stakeholders.

How you’ll spend your time..

Administrative Support

• Provide day-to-day administrative support to investment professionals.
• Manage diaries, coordinate meetings and arrange conference calls.
• Organise internal and external meetings, including room bookings, catering and meeting logistics.
• Prepare meeting materials, presentations and supporting documentation.
• Produce and distribute meeting packs and supporting materials where required.

Travel and Expenses

• Coordinate complex domestic and international travel arrangements, including multi-destination itineraries, flights, accommodation, transfers and detailed travel schedules.
• Research entry requirements and coordinate the timely application for appropriate visas and supporting travel documentation, ensuring requirements are met ahead of departure.
• Process expense claims and invoices accurately and within deadlines.
• Follow up on outstanding receipts and approvals where required.

Team Coordination and Meeting Support

• Support team events, offsites and business activities.
• Coordinate regular reporting and administrative activities
• Arrange and support recurring governance and business meetings.
• Attend meetings where required, taking accurate minutes and capturing actions, decisions and key discussion points.
• Act as a liaison between the investment team and key support functions, including HR, IT,
• Compliance, Facilities and Travel.

Stakeholder Management

• Build effective working relationships across Investments and wider business functions.
• Respond professionally to internal and external enquiries.
• Handle sensitive and confidential information with discretion.
• Support the delivery of team and business priorities through effective coordination and communication.

Process Improvement and Technology

• Identify opportunities to improve administrative processes and team efficiency.
• Use technology tools, including Microsoft Office, Teams and Copilot, to enhance productivity and meeting support.
• Contribute to process improvements and administrative best practice across the team.

To be successful in this role you will have..

• Previous administrative, team assistant or business support experience.
• Experience preparing agendas, taking meeting minutes and tracking actions.
• Excellent organisational and prioritisation skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple competing priorities.
• Excellent verbal and written communication skills.
• Strong relationship-building and stakeholder management skills.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, PowerPoint and Teams.
• Ability to work independently as well as collaboratively within a team.

It would be great if you also had..

• Experience within financial services or asset management.
• Familiarity with expense and travel management systems such as Concur.
• Experience supporting multiple stakeholders and senior professionals.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Business Support & Operations

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.