The Personal Assistant (PA) will provide comprehensive administrative and operational support to a team of financial consultants. This role is crucial in ensuring smooth daily operations, effective client servicing, and timely execution of administrative tasks in a dynamic and fast-paced financial environment. The ideal candidate is organised, proactive, and creative, with a strong eye for detail and the ability to multitask efficiently while maintaining confidentiality.
Here is a polished and concise bullet-point version of your responsibilities:
Responsibilities
Coordinate client meetings, appointments, and calls for financial consultants, ensuring efficient schedule management.
Manage emails, messages, and client inquiries, providing timely responses or directing them appropriately.
Set reminders and follow up on key consultant tasks to ensure deadlines are met.
Prepare and maintain client documentation, reports, and policy follow-ups.
Support consultants by creating presentation decks, proposals, and marketing materials using Canva and Microsoft Office.
Assist with data entry, recordkeeping, and the maintenance of client databases and digital filing systems.
Handle administrative and bookkeeping tasks, including expense tracking, invoice processing, and financial recordkeeping.
Maintain accurate and updated corporate and client records with proper documentation and file organisation.
Use software tools such as Word, Excel, PowerPoint, Google Workspace, and Canva to prepare reports, visuals, and project materials.
Assist in planning and coordinating events such as client appreciation gatherings, seminars, and internal team functions.
Perform all duties with discretion and confidentiality, especially when handling sensitive client and financial information.
- Skills and attribute we valued -
Excellent organisational and time management skills, with the ability to prioritise and handle multiple tasks effectively under pressure.
Strong written and verbal communication skills, with a professional and client-focused approach.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Workspace, and Canva for design and presentation purposes.
Creative eye for detail with the ability to design visually appealing materials using Canva.
High level of discretion and confidentiality when handling sensitive client information.
