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