Personal Assistant
- Maintain and co-ordinate diaries of Partner(s) and group members as required as well as providing an effective time management approach
- Arrange and co-ordinate internal/external meetings and events. Liaising with delegates, booking boardrooms and arranging refreshments/equipment as necessary
- Organise extensive business travel, visas, hotel accommodation, preparation of itineraries, cars etc
- Significant liaison with clients for meetings, presentations and reports
- Acting as first point of contact for clients by receiving, screening and rooting all incoming telephone calls, correspondence and mail
- Confidence to liaise with high level Partners, both internally and externally
- Acting as gatekeeper for Partners
- Visibility of high level confidential information and maintaining confidentiality at all times
- Responsible to act on the Partner(s) and Manager’s behalf on a range of issues and projects
- Monitor e-mails/meeting invitations of Partner(s) and reply on their behalf when needed
- Monthly billing for team and working with a Director to make sure all PS fees are raised and there is no shortfall
- Performing conflict checks and client take on via Intapp
- Use of CMS (Client Management System) to maintain accurate client/target information, as well as pipeline management
- Liaising with the internal recruitment team to arrange interviews
- Liaising with the marketing team, issuing seminar invites and supporting at events as necessary
- Supporting with the production and management of tenders / bid documents
- Documentation creation and management, including ensuring on Brand
- Taking minutes at meetings when required
- Completion of expense reports in a timely manner
- Dealing with personal administration as and when required
- Provide an exceptional client experience and support client initiatives within the firm, as well as being responsive and helping to create a positive impression at all touch points
- Assisting with Finance Management by raising invoices and client fee portfolio
- Assisting with client Risk Management by updating and maintaining Risk databases.
- Liaison with the BS Hub in respect of secretarial cover within the group as well as providing support to other PAs as necessary, including holiday and sickness cover
- Deal with routine enquiries and taking appropriate messages
- General administrative assistance to group as required such as timecard chasing.
- Intermediate to advanced level of Word, Excel and PowerPoint
- Fast accurate typing skills
- Excellent communication skills
- To either have previous experience in, or ability to learn Outlook, Concur, Workday, CMS, InTapp.
- Ability to manage / prioritise tasks
- Be a proactive member of the team
- Ability to readily understand the Group’s and Firm’s environment, the Firm’s structure and culture
- Ability in exercising initiative, discretion and organisation
- Be able to identify and evaluate problems and demonstrate the ability to approach and tackle problems effectively
- Be flexible and able to adjust quickly when priorities change
- Ability to communicate at all levels within the Firm and externally
- Work on own initiative and be self-motivated
- Ability to pay attention to detail
- Awareness of BDO Brand, layout of documents etc
- Be forthright when necessary
- Able to work in an area which is task orientated
- Ability to adhere to strict deadlines
- Ability to work within a team environment
- Proactive in driving things forward
- Ability to chase partners
- Ability to see things through from start to finish and staying on top of do to lists.
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