Assistant Private PA
3 weeks ago
This dynamic position requires exceptional organisational skills, meticulous attention to detail, and previous experience in high-net-worth client environments. As a crucial member of our team, the PA will contribute to the overall success of the region and help achieve the company’s vision of Creating life-changing businesses for 1 million clients, their people, and their families.
Collaborate with internal and external stakeholders, including Clients, Principals, Partners, Sponsors, and various departments, ensuring seamless project and client continuity.
Format and edit presentations and reports to ensure professional and polished deliverables.
Enter data, maintain databases, and uphold accurate records.
Assist in Customer Relationship Management (CRM) updates and input to maintain robust customer relationship management.
Organize regional team meetings, events, and webinars, including venue sourcing, facilities preparation, agenda planning, and post-meeting action follow-ups.
Undertake ad hoc tasks and administrative duties as required by the executive team.
Engage in client account management calls to ensure client satisfaction and address any concerns.
Advanced user of Microsoft Office (Experience of Office 365 also an advantage)
~ Ability to travel to assigned UK regions on an Ad-hoc basis; Intermediate user or Microsoft programs and Office 365.
Full driving license, a car suitable for regular travel
Hybrid working – 2 days working from home, 3 days in our office in Swindon
~25 days holiday + bank holidays
~ Pension
~ Company Laptop
~ Free parking on-site
~ Cycle to work scheme
~ Annual conference (away from office for 2-3 days)
~ Annual party for you and your family
A collective of former CEOs, Executives, CFOs, FDs, and successful business owners who count themselves as top of the game, and who’ve experienced success in their former lives. We are the Avengers team of the financial strategy world, bringing together thousands of years of collective experience to supercharge our client’s businesses.
Well anyone can come up with numbers, we help our clients find the ones that really make a difference to their business and their lives. Whether that’s growth, acquisition, consolidation, or setting them up for the lifestyle they’ve always wanted.
The CFO Centre is the UK arm of The CFO Centre Group, who are the UK and Global Market leading provider of part time Financial Director/CFO services to mid-sized businesses. As we say, for those businesses that don’t want, don’t need and probably can’t afford a full time FD/CFO, yet who want access to that skillset on an affordable part time basis.
Not only that, in the UK The CFO Centre is the founding member of The Liberti Group, a family of sister businesses changing the game by providing part-time c-suite professionals across finance, marketing, sales, IT, and HR around the world.
We want to change the game, and we are looking for a game changer to join us.
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Swindon, Swindon, United Kingdom Law Staff Limited Full time{"title": "Private Client Legal Assistant/Paralegal", "content": "Job SummaryWe are seeking a dedicated and enthusiastic Private Client Legal Assistant/Paralegal to support our client's team in Wiltshire. The successful candidate will assist a fee earner in managing a varied caseload, ensuring the highest level of client care and service.Key...
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Swindon, Swindon, United Kingdom Law Staff Limited Full time{"title": "Private Client Legal Assistant/Paralegal", "content": "Job SummaryWe are seeking a dedicated and enthusiastic Private Client Legal Assistant/Paralegal to support our client's team in Wiltshire. The successful candidate will assist a fee earner in managing a varied caseload, ensuring the highest level of client care and service.Key...
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Swindon, Swindon, United Kingdom Law Staff Legal Recruitment Ltd Full timeJob Title: Private Client Legal Assistant/ParalegalLocation: WiltshireWorking Hours: 9:00 AM - 5:30 PMSalary: Negotiable (Dependent on Experience)About the Role:We are seeking a dedicated and enthusiastic Private Client Legal Assistant/Paralegal to support our client's team. The successful candidate will assist a fee earner in managing a diverse caseload,...
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Swindon, Swindon, United Kingdom Law Staff Legal Recruitment Ltd Full timeJob Title: Private Client Legal Assistant/ParalegalLocation: WiltshireWorking Hours: 9:00 AM - 5:30 PMSalary: Negotiable (Dependent on Experience)About the Role:We are seeking a dedicated and enthusiastic Private Client Legal Assistant/Paralegal to support our client's team. The successful candidate will assist a fee earner in managing a diverse caseload,...
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Swindon, Swindon, United Kingdom Law Staff Limited Full timeJob Title: Private Client Legal Assistant/ParalegalLocation: WiltshireWorking Hours: 9:00 AM - 5:30 PMSalary: Negotiable (Dependent on Experience)About the Role:We are seeking a dedicated and enthusiastic Private Client Legal Assistant/Paralegal to join our client's team at Law Staff Limited. The successful candidate will assist a fee earner in managing a...
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Swindon, Swindon, United Kingdom Law Staff Limited Full timeJob Title: Private Client Legal Assistant/ParalegalLocation: WiltshireWorking Hours: 9:00 AM - 5:30 PMSalary: Negotiable (Dependent on Experience)About the Role:We are seeking a dedicated and enthusiastic Private Client Legal Assistant/Paralegal to join our client's team at Law Staff Limited. The successful candidate will assist a fee earner in managing a...
