Key Responsibilities:
1) Financial Management
- Support monthly financial management meetings covering both Finance and Risk & Compliance.
- Review pipeline opportunities in Salesforce, working with the Account Project Management Office (PMO) team to ensure timely and accurate updates in the system.
- Track Sales & Revenue performance against budget and highlight progress to leadership.
2) Secretarial Support (Scheduling & Other People Expenses [OPE] Management)
- Manage calendars for Managing Directors (MDs), ensuring alignment between internal and client account schedules.
- Arrange face-to-face meetings efficiently, coordinating logistics and timing.
- Handle timesheet and expense submissions on behalf of leadership.
- Manage visitor logistics, including building access, Wi-Fi setup, and related requirements.
3) Events Management
- Coordinate logistics for regular team meetings, including venue booking, catering, and materials preparation.
- Organize ad-hoc client-facing events such as roundtables, workshops, and vendor partnership events, ensuring smooth execution in collaboration with relevant stakeholders.
Qualifications:
- Bachelor&aposs Degree in Business Administration or related field.
- Minimum 3-5 years of experience in executive assistance, project coordination, or financial/operations support.
- Proficiency with tools such as Microsoft Office Suite (Excel, PowerPoint, Outlook) and Salesforce (good to have).
- Excellent organizational and multitasking skills, with the ability to manage competing priorities effectively.
- Excellent communication and interpersonal skills, with the ability to work across stakeholders and teams.
- Detail-oriented, proactive, and capable of working independently in a fast-paced environment.
Jireli Gem Mejia Cabria EA License No.: 02C3423 Personnel Registration No.: R1434374
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