PA - Leading Finance firm / Canterbury

My client is one of the south east’s leading professional services companies . The have a role for a Personal Assistant & Team Coordinator to join their expanding Firm in Canterbury, reporting to 3 Partners.

The Role:

This role is essential in ensuring the smooth operation of daily activities and client management, providing administrative support and coordinating with teams and clients.

Key responsibilities include:

• Administrative Support: Providing comprehensive administrative assistance to three partners. Including organising and coordinating meetings both virtual and face to face, including ensuring Partners are fully prepared, including gathering agendas, saving minutes, and following up on action points. Organising Partner travel arrangements, including transport, accommodation and restaurants. Assist with completion of Partner timesheet, mileage and expenses records. Raise invoices / credit notes where required.
• Client Management: Serve as the initial point of contact for clients, handling incoming calls and emails, redirecting as necessary to team managers, and ensuring that all communications are dealt with promptly and professionally whilst managing expectations and ensuring timely responses. Onboarding new clients ensuring all new client procedures are completed, updating and maintaining internal records, software and updating and adhering to procedures.

The role is full time office based, 37.5 hours per week 9.00am - 5.30pm Monday to Friday.

The Candidate:

The successful candidate should have:

• Proven experience as a Personal Assistant, Executive Assistant, or Team Coordinator, preferably in a professional services environment.
• Strong proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Excellent organisational skills with the ability to prioritise tasks and manage multiple responsibilities.
• Exceptional communication skills, both written and verbal, with a polished and professional phone manner.

Preferred Qualifications:

• Previous experience in an accountancy or financial services firm.
• Familiarity with CRM systems and project management tools.