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About the Role

Provide ongoing personal support to the Head of Investment Trusts, including office management services for the department. This role suits an organized, efficient PA with senior-level experience, preferably in financial services, and strong communication and networking skills.

Responsibilities

Provide ongoing personal support to the Head of Investment Trusts.
Offer office management services on behalf of the Investment Trust department.
Support the Senior Company Secretary, Head of Investment Trust Sales & Head of Investment Trust Marketing on departmental matters.
Manage complex diaries, inboxes, and expenses for the Head of Investment Trusts.
Process regulatory registers, including CPD training logs and Gifts and Entertainment tracking.
Arrange travel bookings and logistics for the Head of Investment Trusts.
Coordinate projects, including confidential matters of high market sensitivity, working with the embargo team.
Manage Insider Lists for Material Non‑Public Information (MNPI) with the Compliance team.
Track and arrange meetings between the Head of Investment Trusts and each Investment Trust Chair twice annually.
Ensure all Board meeting actions allocated to the Head of Investment Trusts are completed, providing reminders.
Support the Senior Leadership Team with expenses processing, regulatory registers, and travel bookings.
Plan and coordinate complex diary management for the senior leadership team on an ad-hoc basis.
Organize venue and logistics for two Chairmen’s dinners and retirement dinners for Investment Trust Chairmen annually.
Manage invitations and logistics for three awards dinners per year.
Plan, arrange, and execute the annual Investment Trust Directors’ conference and dinner.
Plan, arrange, and execute the Investment Trust Annual brokers drinks reception.
Plan, arrange, and execute the annual Department offsite, including itinerary, activities, dinner, travel, and accommodation.
Support the sales team with events as required.
Plan and manage Investment Trust Board’s overseas trips, including travel, visas, accommodation, meeting facilities, and itinerary creation.
Support the Company Secretarial team with venue and logistics for private board dinners.
Coordinate the response to complaints, tracking them to completion and reporting.
Process invoices.
Monitor and manage the Investment Trust T&E Budget.
Build working relationships with peers and clients.
Prepare the Monthly Share analysis report for all 8 trusts.
Update and track share issuance and buybacks for the Sales team.
Organize induction schedules for new Investment Trust Directors.
Arrange Investment Trust departmental meetings.
Manage department records, including sickness, holidays, and joiners/leavers.
Maintain the Weekly movements schedule for team visibility of office/WFH status.
Update organization charts for team changes.
Act as Business Continuity Plan administrator, ensuring contact information is up-to-date.
Liaise with the Business Continuity Team and the wider PA group.
Act as Departmental Business Champion for IT and Facilities projects.
Arrange requirements for the work experience program.
Understand and abide by regulatory obligations, regulated entity requirements, and JHI policies.

Requirements

Discretion and confidentiality
Punctuality and flexibility
Highly organised with ability to prioritise
Proactive
Excellent verbal and written communication skills
Attention to detail and accuracy
Enthusiastic/positive attitude
Able to use initiative
Excellent interpersonal skills and ability to build excellent relationships at all levels
Intermediate to Advanced computer skills including Word, Outlook, PowerPoint and Excel
Numerate and literate with good communication and networking skills
Willingness to adhere to the provisions of our Investment Advisory Code of Ethics.
Willingness to adhere to personal securities activities disclosure and certification requirements.
Willingness to adhere to past political contributions and political activities disclosure requirements.
Understanding of regulatory obligations of the firm.
Adherence to regulated entity requirements and JHI policies applicable for your role.

Skills

Discretion
Confidentiality
Punctuality
Flexibility
Prioritization
Proactiveness
Verbal communication
Written communication
Attention to detail
Accuracy
Positive attitude
Initiative
Interpersonal skills
Relationship building
Microsoft Word
Microsoft Outlook
Microsoft PowerPoint
Microsoft Excel
Salesforce
Numeracy
Literacy
Networking
Financial services experience preferred

Location

Hybrid

Work Type

Hybrid working

Experience Level

Senior level experience preferred

Salary/Compensations

Position may be eligible to receive an annual discretionary bonus award from the profit pool.

Benefits

Hybrid working and reasonable accommodations
Generous Holiday policies
Excellent Health and Wellbeing benefits including corporate membership to ClassPass
Paid volunteer time
Support to grow through professional development courses, tuition/qualification reimbursement
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace – the mindfulness app
All employee events including networking opportunities and social activities
Lunch allowance for use within our subsidized onsite canteen
Competitive compensation
Pension/retirement plans
Various health, wellbeing and lifestyle benefits

About the Company

A career at Janus Henderson is about investing in a brighter future together.
Our Mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
Our Values are Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust.

Equal Opportunity

Janus Henderson Investors is committed to an inclusive and supportive environment.
We believe diversity improves results and we welcome applications from candidates from all backgrounds.
We understand everyone has different commitments and while we can’t accommodate every flexible working request we’re happy to be asked about work flexibility and our hybrid working environment.
If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at recruiter@janushenderson.com.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
All applications are subject to background checks.