Personal Assistant - Global Data Group

Posted 2 Days Ago
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Provide high-level administrative support to the Global Head of Data and Data Group leadership: manage complex diaries, travel, meetings, communications, and events; prepare presentations and meeting materials; support onboarding/offboarding and office logistics; maintain SharePoint/Teams content; track actions and expenses; and ensure compliance with policies while anticipating business needs and enabling smooth team operations.
Summary Generated by Built In

About Columbia Threadneedle Investments

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

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

Job Description

We are seeking a highly organised, proactive, and professional Assistant to provide dedicated support to the Global Head of Data and the wider Global Data Group leadership team.

How you'll spend your time...

  • Proactively manage complex diaries, meetings, travel arrangements, and logistics for the Global Head of Data and senior leadership team.
  • Coordinate leadership forums, governance meetings, and stakeholder engagements.
  • Arrange domestic and international travel, ensuring compliance with company policy.
  • Organise team events, offsites, and departmental meetings.
  • Manage calls, emails, correspondence, and key communications on behalf of senior leaders.
  • Support the wider Data team with operational and administrative activities, including onboarding, offboarding, office logistics, and systems access.
  • Prepare and format presentations, reports, agendas, meeting materials, and business correspondence.
  • Track actions, follow up on deliverables, and support the execution of key initiatives.
  • Manage expenses, records, filing systems, and departmental documentation.
  • Maintain team distribution lists, absence records, and gifts and entertainment logs in line with company policies.
  • Coordinate meeting papers, couriers, and other general administrative requirements.
  • Build a strong understanding of the Data function to anticipate business needs and provide proactive support.
  • Partner with the Data Strategy Execution Manager to maintain and enhance the Data Group's SharePoint and Teams sites, ensuring content remains accurate, organised, and accessible.

To be successful in this role you will have...

  • Extensive experience managing multiple complex diaries in a fast-paced environment.
  • Strong organisational, administrative, and time-management skills, with excellent attention to detail and the ability to manage competing priorities.
  • Ability to handle confidential and sensitive business and personal information with discretion.
  • Experience working across multiple locations and time zones, building effective relationships remotely.
  • Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
  • Strong interpersonal and communication skills, both written and verbal, with the ability to engage effectively at all levels.
  • Flexible, adaptable, and able to respond to changing priorities, including short-notice changes and cancellations.
  • Proven ability to work under pressure, meet tight deadlines, and maintain high standards of accuracy.
  • Self-motivated, proactive, and capable of working independently using sound judgement and initiative.
  • Willingness to work outside normal business hours when required to support business needs

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. Our 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, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Business Support & Operations

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • Extensive experience managing multiple complex diaries in a fast-paced environment.
  • Strong organisational, administrative, and time-management skills with excellent attention to detail.
  • Ability to handle confidential and sensitive business and personal information with discretion.
  • Experience working across multiple locations and time zones, building effective relationships remotely.
  • Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
  • Experience maintaining and enhancing SharePoint and Microsoft Teams sites.
  • Strong interpersonal and written and verbal communication skills, able to engage effectively at all levels.
  • Flexible and adaptable, able to respond to changing priorities including short-notice changes and cancellations.
  • Proven ability to work under pressure, meet tight deadlines, and maintain high standards of accuracy.
  • Self-motivated, proactive, capable of working independently using sound judgement and initiative.
  • Willingness to work outside normal business hours when required to support business needs.
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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