Personal assistant

location_onLocation

eventCompletion Date

Thu, 02 Jul 2026 - Thu, 31 Dec 2026 (Anytime)

scheduleDuration

8 hours

descriptionDescription

I am looking for a Personal Assistant / Client Service Executive to provide comprehensive administrative and organisational support for a financial planning practice, focusing on client service and operational efficiency. Task Description: - Proactively manage administrative tasks, including scheduling, email management, and document handling, while anticipating needs and taking initiative. - Handle sensitive and confidential client and business information with the utmost discretion. - Provide formal and professional communication, delivering detailed updates to clients and internal teams. - Oversee client administration, process policy and servicing requests, and ensure a smooth client experience from onboarding to after-sales service. Skills and Experience Required: - Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and Google Workspace. - Proven experience in administrative, executive assistant, or customer service roles, preferably within a fast-paced environment. - Strong organisational skills with a detail-oriented approach to managing tasks and documentation. - Excellent communication skills, both written and verbal, with a professional and customer-focused demeanour. - Best to have worked for Financial Consultants before and experienced in fast execution

groupHeroes Required

1