Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

Description of role and key responsibilities    

To provide confidential assistance and administrative support, the role entails the following key responsibilities:

Diary Management

• Efficiently managing multiple CIO diaries.
• Proactively reschedule meetings as needed to accommodate changes.
• Coordinate both internal and external meetings, preparing agendas, and ensuring all necessary materials are distributed in advance.
• Assess the urgency of meeting requests to prioritise schedules effectively, ensuring critical meetings receive the necessary attention.
• Organise catering for meetings and events, considering dietary requirements.
• Book meeting rooms and if needed ensure they are equipped with the necessary resources, including seating arrangements and refreshments.
• Oversee the AV setup for meetings and events, ensuring all equipment functions and deal with any issues that arise.
• Respond promptly to last-minute meeting requests and adapt to changing circumstances.

Client Engagement

• Serve as the first point of contact for all internal and external stakeholder communications, fielding and directing email requests as necessary and assisting with inquiries.
• Align diaries with internal and external stakeholders to facilitate effective communication and scheduling.

Meeting Attendance

• Attend CIO leadership team meetings, recording, track, and following up on action points.
• Draft agendas, take minutes, and distribute them.

Event Coordination

• Source venues for off-site events, manage budgets. 
• Onboard new venues, including legal reviews and invoicing.
• Arrange all travel logistics for events, including flights, transport to venues.
  Organise catering, and entertainment.

Travel Management

• Secure the best rates for CIO and team members flights, hotels and trains.
• Arrange taxis as necessary.
• Maintain strong relationships with travel providers to ensure quality service.
• Ensure adherence to the company's travel policy.
• Assist with foreign exchange requests and traveller allowances.
• Ensure travel is charged to the correct cost codes, including split locations.
• Engage with travellers to understand their specific travel requests and requirements.
• Gather and update accurate traveller profile information.
• Help with visa applications, including providing invitation letters and creating business cards as needed.

Invoices

• Allocate invoices to the correct cost codes and departments, seek necessary approvals before submission to Accounts Payable.

CIO group support

• Record and track the monthly whereabouts of the CIO in a shared calendar.
• Create and manage distribution lists, team channels, and group chats.
• Maintain organisational charts.

Miscellaneous Responsibilities:

• Onboarding processes for new joiners and leavers including security pass production, inclusion into distribution lists and offboarding. 
• Support the CIO with lunch as and when needed.
• Purchase | arrange team gifts.
• Approve annual leave on behalf of CIO.
• Utilise multiple systems such as MS365 tools including Loop, Confluence, SharePoint, and Teams apps such as Copliot to enhance workflow and communication.
• Support CIO's with any adhoc projects that may arise

Core skills and knowledge:

• Ideal candidates will have experience as a Personal Assistant or in a similar role. You will have a strong understanding of the confidentiality and sensitivity required, as well as the high-pressure and time-sensitive nature of this position.
• Strong organisational skills and a keen attention to detail.
• Excellent planning abilities with the capability to manage a busy workload, often juggling conflicting priorities and tight deadlines while maintaining composure under pressure.
• Ability to develop and nurture key business relationships.
• Proficiency in Microsoft Office applications.
• Advanced skills in PowerPoint.

Required Personal Attributes:

• Strong multitasking abilities, with the capability to prioritise tasks proactively and take initiative.
• Self-motivated and dedicated.
• A positive, “can-do” attitude.
• Discretion and confidentiality when handling sensitive information.
• A team player who collaborates effectively with others.
• Professional and confident in liaising with stakeholders.
• Proactive and resourceful, with a robust problem-solving approach.
• Adaptable and capable of thriving in a dynamic work environment.
• Proven experience working in a fast-paced, global setting.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here

Embedded in our culture is a sense of belonging and inclusion. 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. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for.  Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.