Personal Assistant

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.

Additional Information

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:

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