Job description

  • Location:
    Liverpool, London - 30 Gresham Street
  • Department:
    IWI Operations Team
  • Division:
    IWI Management Support
  • Employment Type:
    Full time
  • Salary:

Executive Assistant to COO (IW&I) 9 month FTC (6240)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!


Team description

The EA is an integral part of the COO leadership team, which is responsible for all aspects of running Operations as a business including cost, risk, performance, people and sustainability. The team oversees the daily service to clients and continuous improvement agenda as well as the longer-term strategic direction of the firm and how Operations contributes to that ambition.

Description of role and key responsibilities

  • Provide confidential assistance and administrative support to the COO.
  • Complex diary management.
  • Acting as first point of contact for all internal and external stakeholder communication. Fielding and directing email requests where necessary and assisting with incoming inquiries.
  • Governance Forum / Committee meeting support work i.e. managing dates of meeting and actions, liaising with representatives responsible for preparing papers, preparing agendas, distributing meeting packs and taking minutes.
  • Report writing.
  • Invoice authorisation.
  • Arranging and facilitating team events and Town Halls.
  • Booking travel and accommodation.
  • Maintaining annual leave records.
  • Reviewing and authorising expense claims.
  • Managing ad hoc tasks and management of miscellaneous
  • In addition, the role involves internal communications and engagement strategy and activities, collaborating with colleagues across the Ops team and the wider organisation to build and maintain strong partnerships.

 Core skills and knowledge

  • Strong organisational skills and attention to detail.
  • Ability to develop and maintain key business relationships.
  • Proficiency in Microsoft Office applications.
  • Good PowerPoint skills.
    Required personal attributes
  • Ability to multitask, prioritise, be proactive and take initiative.
  • Self-motivated.
  • A positive and “can-do” attitude.
  • Team player.

Any other attributes that would be helpful, but not essential for the role

  • Strong minute-taking abilities with accurate and fluent writing style experience as an Executive Assistant within the banking industry.
  • Experience of working in a fast paced, global environment.
  • Experience of supporting governance forums and committees (preferably in financial services).


Close map
The Plaza, 100 Old Hall Street, Liverpool, UK, L3 9AB

Meet the recruiter

Dawn Ermes


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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Private Medical Cover
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Psychologist Service
Annual Leave
Life Assurance