Team Assistant & Office Administrator

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London, England
Hybrid
Information Technology
The Role
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

As a Team Assistant and Office Administrator at InvestorFlow UK Ltd, you will play a pivotal role in ensuring the smooth operation of the London Senior Team’s daily business requirements and objectives. In addition to this, you will work alongside the Office Manager to assist with the general day-to-day running of the London office. Your responsibilities will encompass a wide range of tasks, from administrative support to managing key processes. You will be a crucial part of our team, contributing to the overall success of our department and of the company.

You Will:

  • Efficiently manage and maintain the schedules of the London Senior Team, where required.
  • Manage UK EVP’s Inbox where necessary and assisting with daily tasks as needed to optimise efficiency.
  • Arrange workshops and conference calls with large client and internal groups and across multiple time zones, as needed.
  • Manage event registration, travel, visa, and accommodation arrangements for the wider team.
  • Manage meeting room bookings, room setup and arrange working lunches.
  • Support the planning and execution of marketing events. Working closely with the Revenue team to align on objectives and logistics, and coordinating with the Marketing team to ensure consistency, maximum reach, and engagement.
  • Provide comprehensive administrative support to the Compliance team during audit season and beyond.
  • Collaborate with HR to prepare workstation equipment, account setup, and low-level IT support across all stages of the employee lifecycle.
  • Act as a point of contact for all visitors to the London office.
  • Plan and organise internal events, including Summer and Christmas parties and a monthly UK team update ("wine and cheese").
  • General office duties including ordering weekly office supplies.

You Have:

  • Excellent organisational skills; capable of effectively managing competing priorities.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Strong communication skills, both written and verbal, with a flexible and approachable manner.
  • The ability to work independently and as part of a team, taking initiative and working well under pressure
  • Strong attention to detail and a commitment to accuracy.
  • Commitment to maintaining confidentiality and handling sensitive information with discretion.

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com. 

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The Company
HQ: Menlo Park, CA
85 Employees
Year Founded: 2015

What We Do

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

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