Personal Assistant

Job Title

Job Description Summary

Job Description

Business & Marketing Assistant

Bristol

We are looking for an enthusiastic PA to join a vibrant team in our Bristol office to work alongside the Partners and the team within the Office, Industrial and Investment Departments. You must be able to provide skilled secretarial, administrative and financial support to Partners and their teams, ensuring that a high-quality service is maintained day to day.

Key Responsibilities:

• File management, archiving and ad hoc duties. Monitoring and completing file opening and closure processes and following relevant procedures in order to ensure that all job and audit protocols are met
• Undertaking AML compliance tasks and liaising with our KYC team
• Typing & formatting of correspondence and reports, binding & scanning documents
• Regular creation of invoices and managing the team’s work in progress records and forecasting. Oversight of team workflow from pending jobs to completion, ensuring full visibility of income.
• Processing expenses
• Diary Management
• Co-ordinating meetings & booking meeting rooms. Meetings may involve both internal and external contacts and will include the booking of viewings.
• Travel arrangements for Partners and their teams
• Sending invitations to clients for events and logging responses
• Creating and updating various lists, spreadsheets & schedules using Excel, to an advanced level
• Maintaining the team’s client relationship management system and team contact databases
• Act as a focal point of contact, ensuring efficient liaison between team, manager and clients/ colleagues/ personal contacts

Knowledge & Experience:

• Proficient in all Microsoft programmes including MS Word, PowerPoint, Excel, Outlook, and Teams.
• Must be able to multi-task and manage multiple priorities.
• Outstanding attention to detail.
• Exceptional organisation and time management skills.
• Flexible approach to meet the demands of the team.
• Ability to prioritise workload and operate proactively.
• A strong team player who is self-motivated, uses own initiative and works well under pressure.
• Ability to handle confidential and sensitive information.

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