Personal Assistant, Investments

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments, you'll find growth and career opportunities across all of our businesses.

We are intentionally built to help you succeed. Our reach is expansive, with a global team of 2,300 people. Our capability is diverse, with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Clients have access to a broad array of investment strategies, along with the capability to create bespoke solutions matched to their specific requirements. Our unwavering focus on our clients and strong financial foundation connects our enterprise businesses: Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities.

Job Description

We are seeking a highly organised and proactive Assistant to support the Head of EMEA Investments. Working closely with the VP, Planning & Administration for Global Investments and the Regional EMEA Investments Business Manager, you will coordinate executive activities, manage complex schedules and travel arrangements, support meetings and events, and assist with departmental projects and operations.

How you’ll spend your time…

• Provide day-to-day coordination and support of region leader and project activities to ensure key tasks and deadlines are met. Work closely with the VP - Planning and Administration and the regional business manager for departmental deliverables.
• Proactively manage executive calendars, prioritize meetings, and coordinate schedules across internal and external stakeholders.
• Plan domestic and international travel, off-sites and events; coordinate accommodations and resources; track and file expenses; and create and provide initial analysis of reports.
• Prepare and coordinate meeting materials.
• Plan and organize meetings, conferences, and events (logistics, materials, travel, etc.).
• Prepare expense reports, invoices, presentations, communications, and travel arrangements.
• Support department operations, including programs like recognition, timekeeping, budgets, and supply management.
• Provide project and program support (researching questions, coordinating efforts, handling ad hoc requests).
• Read and respond to emails and requests on behalf of the leader; ensure the leader is informed of pending requests or requests where follow up is required.
• Respond to ad hoc requests and manage small projects.
• Research, respond, and resolve questions regarding department processes, functions, and requests. Partner with other functional areas to quickly resolve issues and complete responsibilities.
• Interact with internal business partners to track, maintain, and communicate department information.
• Provide back-up support for other administrative assistants as needed.

To be successful in this role you will have…

• Prior administrative and/or project management experience.
• Strong interpersonal skills to interact with multiple teams and individuals at various professional levels and locations.
• Strong knowledge and ability with Microsoft suite programs (MS Word, Excel, PowerPoint, Outlook, Teams).
• Demonstrated experience coordinating complex travel, including international travel.
• Excellent organization skills, attention to detail, accuracy, and the ability to work effectively across multiple teams, offices, and time zones.
• Exceptional written and verbal communication skills.
• Ability to handle and keep information confidential.
• Ability to work efficiently and effectively in a fast-paced environment.

If you also had this, it would be great…

• Experience with administrative programs: Ariba Buyer, Concur, etc.
• Project coordination experience.
• Financial services industry experience.
• Understanding of the financial markets.

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. 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, which will be discussed during the hiring process.

Role Details

• Full-Time/Part-Time: Full time
• Worker Sub Type: Permanent
• Job Family Group: Business Support & Operations