Personal Assistant

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. • Proactive, resourceful, and adaptable in a fast-paced and dynamic work environment. • Strong interpersonal skills and a collaborative mindset. • Basic understanding of financial products, insurance services, or CRM systems is an advantage. • Knowledge of data visualisation or presentation tools will be a plus. • Confident, pleasant, and professional phone and email manner. • A team player who is organised, detail-oriented, and tech-savvy. Qualification: A level, Diploma or Degree in Business Administration, Office Management, Finance, or an equivalent academic qualification