Group Lending Operations Personal Assistant - London, United Kingdom - Investec

Investec
Investec
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
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.

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.


Description of role and key responsibilities:

  • Key Responsibilities
  • Diary Management for Head GLO & direct Team Leads, diary support is also
- provided to COO of Aviation. The incumbent needs to be able to manage diary
- time in a proactive manner by:

  • Interacting with various stakeholders and meeting requestors to get a clear understanding of what proposed meetings are intended to achieve

Organise and minute key regular meetings:

  • Monthly GLO Manco
  • GLO SA Operations Governance
  • Acuity Partners Governance (to be established)


  • GLO Quarterly Planning

  • Book meeting rooms and ensure facilities/resources are appropriate
  • Booking, coordinating, and minuting quarterly leadership learning sessions including Team Performance Cycle sessions
  • Ensure meetings are properly attended by all stakeholders or an appropriate representative
  • Produce detailed minutes of meetings with action points and responsibilities clearly assigned managed via FLUID
  • Follow up on all action points with relevant assignees, ensuring that updates are incorporated into meeting papers managed via FLUID
  • Timely collation and circulation of all relevant meeting papers.
  • Other primary responsibilities:
  • Ownership of GLO Monthly Dashboard. Ensuring collation and completion in a timely manner.
  • Manage all UK & Global travel and hotel accommodation with an eye on costs
  • Coordination and management of GLO team events
  • Management of a brief
  • Site visits to potential venues
  • Budget management and negotiation with venue and suppliers
  • All catering requirements
  • Organising activities
  • Coordination of invitation and audience coordination
  • Manage and file expense claims
  • Manage Aviation Reimbursable Expense Invoicing
  • Manage all Aviation travel/conferences/dinners
  • Development and maintenance of the GLO SharePoint sites
  • Coordination of GLO SA Compliance Training
  • Booking, coordinating, and minuting quarterly leadership learning sessions
  • Assist in the preparation of presentations. Ensure that all GLO presentation material conforms to Investec marketing standards and is of a professional standard in terms of look and feel. Ensure that content accuracy has been signed off as appropriate
  • Managing course and exam bookings for teams supported.
  • Manage the New Joiner Process including Apprentice & Intern Rotations for teams supported. Creation of packs, booking of meetings as applicable.
  • Manage all User Access Rights on behalf of Head of GLO and Team Leads
  • SailPoint
  • Manage all holiday bookings within teams supported
  • Manage procedures and Policy filings
  • Point of contact for UK & SA GLO Members
  • Developing and managing relationships with Key Training Vendors.
  • Distribute the post and ensure that time critical mail is handled with appropriate speed and priority
  • Organise lunches, dinners and events for the team and clients
  • Keep close contact with the peers in other areas of the bank and be able to secure meetings with other execs.

Core skills and knowledge:


  • Regulatory Knowledge as applicable to role (compulsory)
  • To always act with integrity and embrace the philosophy of treating our customers fairly (compulsory)
  • A natural organiser, willing to take ownership and responsibility (a cando attitude).
  • Attention to detail, accuracy, and efficiency. Diligent and hardworking.
  • A selfstarter with the ability to operate effectively in a fast paced, unstructured environment that allows one to thrive on their own initiative
  • Proficient in the use of Word, PowerPoint, and Excel
  • Excellent written and verbal communication
  • Strong negotiation skills and can manage to a budget

Any other attributes that would be helpful, but not essential for the role:
Accurate; Organised; Pro-active; Confident; Diligent; Good communication skills, Team Player, Discreet.
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