Team Assistant - 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 River Source Insurance and Annuities.

We are seeking a highly organised, proactive and collaborative Senior Team Assistant to provide administrative support to investment professionals within our Fixed Income business. This role is integral to ensuring the smooth running of the team through effective diary management, travel coordination, meeting organisation, minute-taking, expense processing and operational support. The successful candidate will be a trusted partner who can anticipate needs, build strong relationships and manage multiple priorities.

The role requires a high degree of professionalism, discretion and judgement, together with the ability to work independently and build effective relationships across a broad range of stakeholders.

• Provide day-to-day administrative support to investment professionals.
• Manage diaries, coordinate meetings and arrange conference calls.
• Organise internal and external meetings, including room bookings, catering and meeting logistics.
• Prepare meeting materials, presentations and supporting documentation.
• Produce and distribute meeting packs and supporting materials where required.

• Coordinate complex domestic and international travel arrangements, including multi-destination itineraries, flights, accommodation, transfers and detailed travel schedules.
• Research entry requirements and coordinate the timely application for appropriate visas and supporting travel documentation, ensuring requirements are met ahead of departure.
• Process expense claims and invoices accurately and within deadlines.
• Follow up on outstanding receipts and approvals where required.

• Support team events, offsites and business activities.
• Coordinate regular reporting and administrative activities.
• Arrange and support recurring governance and business meetings.
• Attend meetings where required, taking accurate minutes and capturing actions, decisions and key discussion points.
• Act as a liaison between the investment team and key support functions, including HR, IT, Compliance, Facilities and Travel.

• Build effective working relationships across Investments and wider business functions.
• Respond professionally to internal and external enquiries.
• Handle sensitive and confidential information with discretion.
• Support the delivery of team and business priorities through effective coordination and communication.

• Identify opportunities to improve administrative processes and team efficiency.
• Use technology tools, including Microsoft Office, Teams and Copilot, to enhance productivity and meeting support.
• Contribute to process improvements and administrative best practice across the team.

• Previous administrative, team assistant or business support experience.
• Experience preparing agendas, taking meeting minutes and tracking actions.
• Excellent organisational and prioritisation…