Job description

  • Location:
    London - 30 Gresham Street
  • Department:
  • Division:
    IBP Private Client
  • Employment Type:
    Full time
  • Salary:

Team Assistant 12 months FTC- Private Client (10271)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Are you a Team Assistant looking for your next opportunity ?

Do you have good interpersonal skills?

Are you organised and good at prioritising? 


What are the main responsibilities of this role?

  • Proactive diary management, understanding priorities and managing people's expectations
  • Diary management assistance for team leaders
  • Discretion in dealing with highly confidential and sensitive information
  • Management of travel logistics
  • General office administration
  • Preparation of presentations and documents for following days meetings
  • Assist managers with the preparation and distribution of all documentation
  • Compile and submit expense claims on our expense system
  • General HR duties including approving annual leave, sickness and general oversight of HR Connect for the direct reports of Head.
  • Completion of ad-hoc tasks and key office initiatives
  • Organise and maintain filing system
  • Authorise and submit invoices for payment from suppliers
  • Perform any other administrative duties related to the teams as required including accounts payments, facility bookings, building access etc.


Meeting arrangements:

  • Assist, book and arrange venues as and when required for meetings, workshops, offsites
  • Notify all defined parties of meetings and workshops through notifications (agendas; attachments etc.)
  • Attend team meetings in order to take accurate minutes and action points or tasks
  • Learning co-ordination:
  • Support the PC Team  team in the delivery of learning/training initiatives
  • Co-ordination of training in team diaries through the PB Learning calendar
  • Execution of training initiatives in the team including new starter training process, lunch and learns, CeMap registration process etc.
  • Responsible for tracking training attendance where necessary
  • Registration and invoicing of external training courses

What core skills and knowledge are we looking for?    

  • Good command of the English language (verbal and written communication skills) and be able to generate own correspondence/communication
  • Attention to detail and ability to multi-task
  • Good organisational and time management skills
  • Good telephone skills
  • Be able to work with minimum supervision
  • Good interpersonal skills
  • Assisting in the effective and efficient running of projects
  • Ability to build relationships
  • Innovative and solutions driven
  • Self-motivated, assertive and pro-active
  • IT Skills; Microsoft office, very knowledgeable in MS Outlook, MS word, MS Excel, MS Power Point
  • Regulatory Knowledge as applicable to role

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

  • Flexible
  • Methodical
  • Solutions driven
  • Approachable
  • Service orientated


As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

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.

Here is a selection of what we offer;


Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance


Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection


Season Ticket Loan & Electric Vehicle Scheme 

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!

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. 

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Charmaine Bannerman


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.

Share this page
Share with linkedin
Share with facebook
Share with twitter
Share with email
Job Alerts
Create an alert subscription based on this Job


Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance