Job Description
We're now looking for an Administration Assistant to join the investment team. The purpose of this role is to provide a high level of organisational and administrative support for Investments Director, Head of Product and wider investments team.
What does the job involve?
The key responsibilities of the role are as follows:
- Administrative support; booking travel/accommodation, managing diaries, and processing expenses.
- Organise, attend, and take minutes at internal and external meetings and essentially ensure follow up.
- Management and tracking invoices, policies and procedures.
- Ensure that Investments Director and Head of Product are well prepared.
- Ad-hoc responsibilities as define by the Investments Director and/or Head of Product.
Competence, Knowledge, and Skills
- Previous PA or administration support experience
- Customer service skills
- Ability to always maintain confidentiality and calm under pressure
- Good planning and organisation skills to meet deadlines
- Excellent communication skills and relationship management
- Excellent IT skills, including Word, Excel, PowerPoint, and Outlook
- Accurate note taking skills
- Pro-active, self-motivated, and able to use initiative
- Excellent planning/organisational skills
- Flexible and adaptable, co-operative, and supportive team player
- Accustomed to working in a fast-paced and deadline driven environment
About us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have 491,000 customers using our award-winning platform propositions to manage assets totalling more than £76.1 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
In return we will provide all the training and support you need in order to develop within your role.
In return for your hard work you will receive:
- Annual salary up to £30,000
- 25 days holiday increasing up to 31 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy after initial training period
- Casual dress code
- Discretionary bi-annual bonus
- Contributory pension scheme
- Buy as you earn share scheme
- Free shares scheme
- Paid study support for qualifications
- Enhanced maternity/paternity scheme from day one
- Bike loan
- Season ticket loan portal
- Discounted PMI and Dental
- On-site gym and personal trainer led classes
- Paid volunteering opportunities
- Free social events and more
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
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