Personal Assistant to the Owner (With Basic Bookkeeping Experience)

Introduction

A leading business owner is looking for an experienced and highly organised Personal Assistant to provide direct support in the day-to-day management of his schedule and business responsibilities.

The successful candidate will work closely with the Owner, assisting with diary management, travel arrangements, client communication and the coordination of various business-related matters, with a particular focus on the financial services business.

This is a high-trust role suited to a professional, proactive and organised individual who is comfortable working closely with a business owner and interacting with clients and key stakeholders.

Duties & Responsibilities

• Manage and coordinate the Owner's diary, meetings and appointments

• Schedule meetings and coordinate commitments across multiple stakeholders

• Arrange and book domestic and international flights, accommodation and travel itineraries

• Liaise professionally with clients and business contacts on behalf of the Owner

• Coordinate communication and follow-ups with clients within the financial services business

• Assist with preparing for meetings and ensuring relevant information is available

• Follow up on outstanding matters, actions and commitments

• Assist with coordinating business-related administration and activities

• Work closely with the Embedded Recruitment Partner and Administrators on the financial services side

• Assist with basic bookkeeping, such as recording receipts from expenses on a daily basis

• Handle confidential information with professionalism and discretion

• Anticipate the Owner's needs and proactively manage tasks and priorities

Desired Experience & Qualification

• Previous experience as a Personal Assistant, Executive Assistant or in a similar role

• Proven experience supporting a business owner, executive or senior leader

• Experience liaising with clients and professional stakeholders

• Excellent organisational and time-management skills

• Strong written and verbal communication skills

• Highly professional, discreet and trustworthy

• Strong attention to detail

• Proactive and able to work independently

• Ability to manage multiple priorities in a fast-paced environment

• Basic bookkeeping experience

• A valid driver's licence and own reliable vehicle would be advantageous

Interested?

The ideal candidate will be highly organised, professional and proactive, with the ability to manage a busy schedule and provide reliable support to a business owner.

You will need to be confident communicating with clients and stakeholders, comfortable handling confidential information and able to take ownership of tasks from start to finish.

This role would suit an experienced Personal Assistant who enjoys a varied working environment and is looking to become a trusted support to a business owner and his team.

If you are organised, proactive and experienced in supporting a business owner or senior executive, we would love to hear from you.

Please submit your CV to apply.

Only shortlisted candidates will be contacted.