Team Assistant within Investment Banking

Executive & Administrative Support

• Complex diary and calendar management
• Inbox management and prioritisation
• Handling calls, voicemails, and correspondence
• Managing competing priorities and schedule changes
• Supporting onboarding of new team members

Travel Management

• Global travel booking (flights, hotels, transfers, visas)
• International itinerary planning
• Coordinating travel logistics with internal and external stakeholders
• Managing travel-related changes and disruptions

Meetings & Events

• Scheduling meetings across multiple time zones
• Organising client lunches and team events
• Coordinating large-scale events, offsites, and closing dinners

Financial & Operational Support

• Processing expenses
• Preparing invoices and client documentation
• Maintaining project codes, distribution lists, and team records
• Managing office moves, printing requests, and stationery supplies

Presentation & Document Support

• Formatting PowerPoint, Excel, and Word documents
• Assisting with client presentations and pitches
• Preparing mandate letters and other client-facing materials

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