Personal Assistant

3 weeks ago

Bristol, Bristol, United Kingdom BDO UK Full time
About the Role

We are seeking a highly skilled and experienced Personal Assistant to join our team at BDO UK. As a key member of our support team, you will provide administrative, business, and personal assistance to our Audit Partners and Directors.

Key Responsibilities
  • Maintain and coordinate diaries of Partner(s) and group members, ensuring effective time management and organization.
  • Arrange and coordinate internal and external meetings, events, and travel arrangements, liaising with delegates, booking boardrooms, and arranging refreshments and equipment as necessary.
  • Organize business travel, visas, hotel accommodation, and prepare itineraries, cars, and other necessary arrangements.
  • Liaise with clients for meetings, presentations, and reports, acting as the first point of contact for clients and receiving, screening, and routing all incoming telephone calls, correspondence, and mail.
  • Confidently liaise with high-level Partners, both internally and externally, and act as a gatekeeper for Partners, maintaining confidentiality at all times.
  • Act on behalf of Partners and Managers on a range of issues and projects, monitoring emails and meeting invitations, and replying on their behalf when necessary.
  • Monthly billing for the team and working with a Director to ensure all PS fees are raised and there is no shortfall.
  • Perform conflict checks and client take-on via Intapp, using CMS to maintain accurate client and target information, as well as pipeline management.
  • Liaise with the internal recruitment team to arrange interviews, the marketing team to issue seminar invites and support at events as necessary, and assist with the production and management of tenders and bid documents.
  • Document creation and management, ensuring on-brand consistency, taking minutes at meetings when required, and completing expense reports in a timely manner.
  • Deal with personal administration as and when required, providing an exceptional client experience and supporting client initiatives within the firm, as well as being responsive and helping to create a positive impression at all touch points.
  • Assist with Finance Management by raising invoices and client fee portfolios, and assist with client Risk Management by updating and maintaining Risk databases.
  • Liaise with the BS Hub in respect of secretarial cover within the group, providing support to other PAs as necessary, including holiday and sickness cover, and deal with routine enquiries and taking appropriate messages.
  • General administrative assistance to the group as required, such as timecard chasing.
Requirements
  • Experience in a similar role, preferably in a professional services environment.
  • Intermediate to advanced level of Word, Excel, and PowerPoint.
  • Fast and accurate typing skills.
  • Excellent communication and interpersonal skills.
  • Ability to manage and prioritize tasks, work on own initiative, and be self-motivated.
  • Ability to readily understand the Group's and Firm's environment, the Firm's structure and culture, and exercise initiative, discretion, and organization.
  • Ability to identify and evaluate problems and demonstrate the ability to approach and tackle problems effectively.
  • Flexibility and ability to adjust quickly when priorities change.
  • Ability to communicate at all levels within the Firm and externally.
  • Proactive in driving things forward, able to work in an area which is task-orientated, and adhere to strict deadlines.
  • Ability to work within a team environment, be proactive in driving things forward, and able to see things through from start to finish and staying on top of to-do lists.
About BDO UK

BDO UK is a leading accountancy and business advisory firm, providing advice and solutions to entrepreneurial organizations. We work with high-growth businesses that fuel the economy, and directly advise the owners and management teams leading them.

We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand. We'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

Mutual support and respect is one of BDO's core values, and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs.

We know that collaboration is the key to creating value and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences.

We're looking forward to the future, and we're confident in our future because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity, and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

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