Immediate Start Private PA/Administrator

A fantastic opportunity has just arisen, my client is looking for an exceptional PA/Administrator.

Predominantly Remote, with weekly visits to his home in Wimbledon, to discuss workload

Immediate Start.

Great role, working for a retired business man, to support him with his busy lifestyle, of entertaining, travel, supporting the admin side of his financial affairs, to include such things as School Fees, investments, family budgeting.

PA - Operations

• IT Support
  • Work as point of contact between the IT provider and Client to resolve any technical issues.

• PERSONAL
  • Microsoft Tasks ("To Do") - is used to coordinate tasks across Business and Personal domains.

Management of Trust - Administrating

• Documents saved to SharePoint management of Sharepoint Files

• QNUPS
  • Offshore pension fund administered by Cavendish Guernsey
  • Portfolio of marketable securities managed by Investec
  • Investec portal for information purposes
  • Investment returns reviewed with directors monthly from schedule utilising information from Investec
  • Documents saved to SharePoint.
• Living expenses
  • Monthly/yearly budget and cashflow prepared
  • Actual compared to Budget and variances discussed
  • Cashflow monitored and requests made from Investment funds as required
  • Administration of DD
  • Administration of School fees
  • Administration of family maintenance payments
  • Administration of all personal payments (car, ad hoc requested payments)

Private rental property - Apartment Belgravia (due to be sold)

• • Liaison with rental and sale agents
  • Liaison with legal on sale.

Private Foreign Property

• • Administration of costs and services for private Portuguese property.
  • Liaise with Portuguese managing agents.

Personal Assistant

• • Manage SharePoint for all entities and ensure consistency of filing protocol
  • Monitor emails and notify of any priority emails and deal with any emails as required
  • Manage calendar ensuring all key dates are entered with no conflicts
  • Manage contacts and ensure all new relationships are added or updated as required
  • Draft or compose personal correspondence including transcribe dictation when required
  • Manage personal tax filing with Menzies accountants
  • Manage all passwords for online accounts and ensure records are up to date in spreadsheet and contacts
  • Family
  • Download son's school reports and update comparison spreadsheet
  • Keep 'care schedule' up to date
  • Keep Blood test comparison spreadsheet up to date.

• Events & Travel
  • Manage hotel bookings (e.g. for Hong Kong Sevens)
  • Manage hotel bookings in Eastbourne Grand Hotel (school visits)
  • Book and manage annual Christmas party event for Friends
  • Book trips (air & car transport) - principally Portugal
  • Book and manage ad hoc events for Client and friends.

Desired Skills and Experience

Commercially Astute, PA/Administrator, to support a retired businessman and his Business Partner, with various, admin, orgainsing, financials, events and travel arrangements

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Location: Merton, GB

Posted Date: 12/26/2024