Team Assistant | Investment Services

Join our high‑performing Investment Services team as a proactive and highly organised  Team Assistant. You’ll be the trusted “go‑to” person who keeps day‑to‑day operations running smoothly, supporting campaigns, client service and team efficiency.

In this role, you will:

• Prepare polished reports, submissions and client documents.
• Support marketing and campaign activities (InDesign/Canva advantageous).
• Coordinate team calendars, meetings and internal communications.
• Manage invoicing, billing and financial administration.
• Maintain SharePoint folders, templates and key team documentation.
• Contribute to process improvements and streamlined workflows.