Team Personal Assistant

Job Description

At abrdn, our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

About the department

The Investment Sales Support Executive reports to the Head of Distribution - UK Wholesale. This is a strategically important role at the heart of the UK Wholesale Investments team and plays a key role in helping the team secure new business wins. The Investment Sales Support executive will be aligned to one of the UK Wholesale sub-teams and will work closely with this team.

About the role

This is a 12 month Fixed Term Contract position

The Team Personal Assistant role is a key role within the UK Wholesale Investments team, you will get the opportunity to provide a high level of technical and sales support to the Business Development Directors.

A key element of the role is the ability to proactively provide performance comparisons and fund performance reports to clients in order to help secure new business.

Key Responsibilities

• Key Responsibilities

• Directly respond to requests from prospects or clients on behalf of the Business Development Directors, where appropriate.
• Assist the Business Development Directors in preparing for prospect meetings, including meeting arrangements, preparation and collation of presentations and other marketing collateral, FC or other market data that could help inform the sales person and the client.
• Keep Salesforce records up to date
• Arranging regional events including booking venues and sending out invitations to clients and logging on Salesforce
• Completing expenses on behave of Business Development Directors
• Monitoring inboxes on behalf of the Business Development Directors as and when required
• Booking Travel for Business Development Directors as and when required
• Raising Purchase orders and liaising with clients regarding correct invoicing procedures
• Any other adhoc requests

About the candidate requirements

• Experience working within a global asset management organisation or similar
• Wholesale/Intermediary experience desirable.
• Proactive self-starter with an ability to work independently
• Working and practical knowledge of usual IT software packages including Excel, Salesforce and Concur

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

Our benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.