Ir Team Assistant

Details of the offer

Job title: Investor Relations Team AssistantHours: Full-time Location: Hybrid - West End, LondonSalary: £30k - £35kAre you ready to take on a hands-on role that requires working under your own initiative, either alone or as part of a team?
An opportunity has arisen for a Team Assistant to join an established Asset Management firm, our client is seeking a corporate, professional, personable, and collaborative candidate to join a dynamic team.Role Overview: We are looking for an Investor Relations Team Assistant to join our London-based team.
As a core member of our Sales, Distribution, and Investor Relations team, you'll provide essential support by managing schedules, coordinating cross-functional projects, and engaging directly with clients and investors.
You will play a critical role in our marketing efforts, CRM data management, and client communications, making a direct impact on our investor relations activities.Key Responsibilities:Calendar Management: Coordinate schedules and prioritise meetings with clients and investors to streamline commercial activities.Administrative Support: Organise and manage files, records, and legal documents to ensure efficient access and secure storage.Marketing Content: Collaborate on creating and refining marketing materials tailored for a diverse investor audience.CRM & Investor Portal: Assist with CRM data migration (Salesforce to Dynamics), ensure data accuracy, and monitor investor portal documents.Investor Relations: Support client communication by responding to investor queries, sending invitations for quarterly calls, and managing the reporting calendar to ensure timely updates.What We're Looking For:Essential Skills:Bachelor's degree in finance, Business, Communications, or a related fieldStrong organisational and time-management skillsProficiency in Microsoft Office Suite, especially PowerPoint and ExcelExcellent written and verbal communication skillsAbility to work both independently and as part of a teamDetail-oriented with a commitment to accuracyPreferred Skills:Experience with CRM systems, especially Salesforce or Dynamics, is a plusApply now for consideration


Nominal Salary: To be agreed

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