Administration Assistant/Team Assistant-Investment Banking Div

England, London
30 Mar 2021
27 Apr 2021
Administration Assis
Suzanne McCrae
Contract Type
Full Time

Administration Assistant/Team Assistant - Investment Banking Division

6 months Initially


A fantastic opportunity exists for an Administrative Assistant to join & support a team within the Investment Banking division.

Diary management, including organising internal/external meetings

  • Handling sensitive and confidential material and information
  • Establish professional and effective communication at all levels with internal stakeholders and assistants in your area
  • Cultivating relationships with external clients and their assistants, develop knowledge of banker's clients, transactions and specific individuals where possible.
  • Manage professional response to telephone calls, taking ownership of queries
  • Management of email system, prioritising and responding where appropriate.
  • Arranging complex domestic and international travel in high volumes - booking in advance where possible to ensure cost effectiveness and ensuring appropriate Visas have been obtained
  • Arranging conference calls and video conferences internally and externally
  • Understanding the internal systems for BofA such as Concur Smartforms/Call reports i/track (Training will be given for all internal systems).
  • Handling expenses using Concur system - with a general understanding of the bank's policies
  • Filing call reports on a weekly basis using Navigator
  • Completing i-Track on a weekly basis
  • Ensure relevant DRE is captured

Pre-empt and highlight to the Business Manager out of policy expenses


  • Proactive style and ability to work independently and as a team player
  • Investment Banking Division experience or similar
  • Capable to multitask and prioritise
  • Capable to work efficiently in a pressurised environment
  • Proven secretarial experience preferably in a Financial Services environment
  • Excellent PC skills including Word, Excel, PowerPoint and Outlook
  • Accurate typing - approx 50 wpm
  • Flexible approach to overtime and out of hours working patterns
  • Mature, calm and professional attitude at all times
  • Accuracy and numeracy
  • Excellent communication skills at all levels written and verbally
  • Confidence at dealing with people of all levels both internally and externally

Please apply with your most resent CV , we will try to respond in 48 hours

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