Assistant to investment advisor Work, Jobs in Sutton, Gtl (with Salaries)

Personal Assistant - Global Data Group
Columbia Threadneedle Investments —London
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Work from home
10d
Assistant Customer Service Manager
Return on Investment Ltd —Walton-on-Thames
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- In-person
- Annual leave
- Gym membership
Quick apply
Assistant Corporate Secretary
T. Rowe Price —London
- Full-time
- English
- Analysis skills
- Financial services
Payroll Assistant
Thought Machine —London
- Full-time
- Microsoft Excel
- Human resources
- Organisational skills
- Flexible schedule
- Life insurance
Assistant Company Secretary
Columbia Threadneedle Investments —London
- Full-time
- English
- Databases
- Financial services
- Work from home
Assistant Product Manager
Columbia Threadneedle Investments —London
- Full-time
- Data analysis skills
- In-person
- AI
- Work from home
Lead Portfolio Investment Analyst
T. Rowe Price —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Bachelor's degree
Administrative Coordinator-12 Month Contract
Neuberger Berman —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
1d
Executive Assistant, CEO Office – London Office
Cain International —London
- Weekend availability
- Computer literacy
- Research
- Travel
8d
Administrative Assistant
Neuberger Berman —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Assistant Director, Life, Pensions, and Wealth Strategy, Strategy & Business Design
Deloitte —London
- Hybrid work
- Management
- Business development
- Analysis skills
- Life insurance
Client Services Associate
Partners Capital —London
- Analysis skills
- Organisational skills
- Communication skills
- Life insurance
Assistant General Counsel – ESG
Neuberger Berman —London
- Full-time
- Organisational skills
- Financial services
- Negotiation
Senior Assistant Company Secretary
Wise Australia Investments —London
- £111,000 - £150,000 a year
- Continuous improvement
- Leadership
3d
Assistant Manager/Manager, Capital Projects Consultant, Infrastructure & Real Estate
Deloitte —London
- Hybrid work
- Writing skills
- Analysis skills
- Project management
Senior Administrative Assistant
T. Rowe Price —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
10d
Chartered Legal Executive CILEX (EMEA Asset Management)
Realty Income Corporation —London
- Full-time
- Spanish
- English
- Communication skills
Executive Assistant
Wilson Sonsini Goodrich & Rosati —London
- Overtime
- Organisational skills
- Communication skills
Assistant Treasurer
FIELD —London
- £100,000 - £120,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Leadership
- Communication skills
- Annual leave
Quick apply
Finance Transformation Assistant Manager
RSM UK —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Business
- Accounting

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assistant to investment advisor jobs near sutton, gtl

Personal Assistant - Global Data Group

Columbia Threadneedle Investments -
London

Apply Now

Job details

Full-time
10 days ago

Benefits

Work from home

Qualifications

Microsoft Powerpoint
Microsoft Word
Meeting coordination
Corporate travel itinerary planning
Microsoft Outlook
Travel arrangements
Filing
Microsoft Office Suite
Onboarding coordination
Stakeholder coordination
SharePoint
Communication skills
Time management

Full job description

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

We are seeking a highly organised, proactive, and professional Assistant to provide dedicated support to the Global Head of Data and the wider Global Data Group leadership team.

How you'll spend your time...

Proactively manage complex diaries, meetings, travel arrangements, and logistics for the Global Head of Data and senior leadership team.
Coordinate leadership forums, governance meetings, and stakeholder engagements.
Arrange domestic and international travel, ensuring compliance with company policy.
Organise team events, offsites, and departmental meetings.
Manage calls, emails, correspondence, and key communications on behalf of senior leaders.
Support the wider Data team with operational and administrative activities, including onboarding, offboarding, office logistics, and systems access.
Prepare and format presentations, reports, agendas, meeting materials, and business correspondence.
Track actions, follow up on deliverables, and support the execution of key initiatives.
Manage expenses, records, filing systems, and departmental documentation.
Maintain team distribution lists, absence records, and gifts and entertainment logs in line with company policies.
Coordinate meeting papers, couriers, and other general administrative requirements.
Build a strong understanding of the Data function to anticipate business needs and provide proactive support.
Partner with the Data Strategy Execution Manager to maintain and enhance the Data Group's SharePoint and Teams sites, ensuring content remains accurate, organised, and accessible.

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

Extensive experience managing multiple complex diaries in a fast-paced environment.
Strong organisational, administrative, and time-management skills, with excellent attention to detail and the ability to manage competing priorities.
Ability to handle confidential and sensitive business and personal information with discretion.
Experience working across multiple locations and time zones, building effective relationships remotely.
Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
Strong interpersonal and communication skills, both written and verbal, with the ability to engage effectively at all levels.
Flexible, adaptable, and able to respond to changing priorities, including short-notice changes and cancellations.
Proven ability to work under pressure, meet tight deadlines, and maintain high standards of accuracy.
Self-motivated, proactive, and capable of working independently using sound judgement and initiative.
Willingness to work outside normal business hours when required to support business needs

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

Permanent

Job Family Group

Business Support & Operations

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.

Apply Now

Refine Your Search

assistant to investment advisor jobs in sutton, gtl

Personal Assistant - Global Data Group

Assistant Customer Service Manager

Assistant Corporate Secretary

Payroll Assistant

Assistant Company Secretary

Assistant Product Manager

Lead Portfolio Investment Analyst

Administrative Coordinator-12 Month Contract

Executive Assistant, CEO Office – London Office

Administrative Assistant

Assistant Director, Life, Pensions, and Wealth Strategy, Strategy & Business Design

Client Services Associate

Assistant General Counsel – ESG

Senior Assistant Company Secretary

Assistant Manager/Manager, Capital Projects Consultant, Infrastructure & Real Estate

Senior Administrative Assistant

Chartered Legal Executive CILEX (EMEA Asset Management)

Executive Assistant

Assistant Treasurer

Finance Transformation Assistant Manager

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