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RBFCU Wealth Management

PA & Team Assistant - 6 month FTC

Posted 22 Days Ago
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In-Office
London, Greater London, England, GBR
Entry level
In-Office
London, Greater London, England, GBR
Entry level
Provides personal assistant and administrative support to a seven-person real estate investment team. Responsibilities include managing calendars, meetings, travel, reporting schedules, governance deadlines, document approvals, minutes, action tracking, property records, databases, and stakeholder communications. The role requires strong organization, discretion, attention to detail, and proficiency with Microsoft Office and Teams. This is a full-time, six-month fixed-term role requiring at least four days per week in the office.
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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

Where you’ll fit in & what our team goals are…
This is an exciting opportunity to provide Personal Assistant and administrative support to a busy Real Estate team of seven professionals, including a Fund Director, Asset Managers, an ESG Lead and a Research Manager. You'll help ensure the smooth running of day-to-day operations, balancing priorities, coordinating business activities and supporting key reporting and governance requirements.
Working closely with senior stakeholders, you'll coordinate reports and presentations, manage governance deadlines, arrange meetings and travel, support compliance processes and provide high-quality administrative support. A key focus will be ensuring reports and presentations are updated, approved and distributed on time.
If you enjoy a fast-paced environment and helping others stay organised, this role offers the opportunity to make a meaningful contribution to a collaborative team.

How you'll spend your time...

Diary & Meeting Management

- Manage team calendars and diaries.
- Coordinate meetings, logistics, rooms and catering where required.

Travel Coordination

- Arrange travel, accommodation and itineraries across the UK and Europe.

Minutes & Action Tracking

- Prepare meeting minutes, record actions and decisions, and monitor follow-up activity.

Reporting & Governance

- Manage reporting schedules, governance deliverables and distribution lists.
- Coordinate updates from contributors and monitor key business dates.
- Ensure reports and presentations are reviewed and distributed on time.

Compliance Support

- Coordinate document approvals and support governance processes.
- Ensure materials meet company standards before distribution.

Property Administration

- Maintain property records and databases.
- Update information and produce reports from internal systems.

To be successful in this role you will have...

Skills & Experience

- Previous PA, EA or senior administrative support experience.
- Strong diary, meeting and travel management skills.
- Experience preparing minutes, tracking actions and coordinating documentation.
- Proven ability to manage reporting schedules, governance deliverables and stakeholder communications.
- Experience maintaining records and generating reports.

Technical Skills

- Proficient in Outlook, Word, Excel, PowerPoint and Teams.
- Comfortable using new technologies and AI-powered tools.
- Experience maintaining internal systems and databases.

About You

- Highly organised, proactive and able to work effectively in a fast-paced environment.
- Experienced in supporting multiple senior professionals with competing priorities.
- Strong planning, organisational and stakeholder management skills.
- Excellent attention to detail and a commitment to high-quality work.
- Professional, discreet and adaptable, with a solutions-focused approach.

Personal Attributes

- Collaborative, professional and service-focused.
- Builds strong relationships and contributes positively to team culture.
- Enjoys supporting fund management, asset management, ESG and research teams.
- Committed to helping the team remain organised, efficient and focused on its objectives.

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

Fixed Term (Fixed Term)

Job Family Group

Unclassifieds

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.

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