Float Team Assistant Investment Banking

Float Team Assistant Investment Banking

Posted 1 day ago by Robert Walters

Negotiable
Undetermined
Hybrid
London, England, United Kingdom

Summary: The Float Team Assistant in Investment Banking will provide essential administrative support within a global financial services firm, focusing on managing communications, scheduling, and travel arrangements. The role requires a proactive and organized individual who can handle multiple tasks efficiently while maintaining professionalism under pressure. The position is contract-based for 12 months and involves a hybrid work setup. Candidates should have prior experience in investment banking or financial services.

Key Responsibilities:

  • Manage internal/external communications, maintain client contact details, schedule meetings and calls, and provide phone cover for senior bankers.
  • Proactively maintain calendars, resolve scheduling conflicts, and act as gatekeeper for VP-level diaries.
  • Book and coordinate travel, process expenses via Concur, prepare itineraries, and ensure compliance with policies.
  • Maintain client records, assist with events, and handle ad hoc tasks such as ordering business cards or project support.
  • Provide phone and administrative support to colleagues during absences, ensuring smooth team operations.

Key Skills:

  • Confident, professional, and people-oriented.
  • Calm under pressure with strong time management.
  • Proactive, organized, detail-oriented, and discreet.
  • Excellent communication skills and a strong team player.
  • Tech-savvy: Microsoft applications (Windows 10), CRM systems, Zoom, and online travel and expense tools (e.g., Concur).
  • Previous experience in Investment Banking or financial services.

Salary (Rate): undetermined

City: London

Country: United Kingdom

Working Arrangements: hybrid

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance

Detailed Description From Employer:

Float Team Assistant Investment Banking

Location: London, United Kingdom

Role Type: Contract - 12 months

Work Setup: 3 days in office possibly 5

Who We Are

Robert Walters is the world's most trusted talent solutions business. Across the globe, we deliver recruitment, outsourcing, and talent advisory services for businesses of all sizes, opening doors for people with diverse skills, ambitions, and backgrounds.

Who You Will Work With

Our client is a global financial services firm that manages wealth, navigates complex markets, and designs strategic financial objectives. The firm provides risk management solutions across a variety of sectors, emphasizing long-term relationships, and innovative approaches to financial challenges.

What you'll do:

  • Administrative Support: Manage internal/external communications, maintain client contact details, schedule meetings and calls, provide phone cover for senior bankers.
  • Diary Management: Proactively maintain calendars, resolve scheduling conflicts, and act as gatekeeper for VP-level diaries.
  • Travel & Expenses: Book and coordinate travel, process expenses via Concur, prepare itineraries, and ensure compliance with policies.
  • CRM & Event Support: Maintain client records, assist with events, and handle ad hoc tasks such as ordering business cards or project support.
  • Event management: Closing events, social/team events, etc.
  • Buddy/Absence Cover: Provide phone and administrative support to colleagues during absences, ensuring smooth team operations.

What you bring:

  • Confident, professional, and people-oriented
  • Calm under pressure with strong time management
  • Proactive, organized, detail-oriented, and discreet
  • Excellent communication skills and a strong team player
  • Tech-savvy: Microsoft applications (Windows 10), CRM systems, Zoom, and online travel and expense tools (e.g., Concur)
  • Previous experience in Investment Banking or financial services

What's Next

If you are ready to take the next step, apply now! Successful applicants will be contacted directly by a recruiter to discuss the role more. We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at adjustments@robertwalters.com to discuss how we can support you.

This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.