Personal Assistant

2 weeks ago

Bolton, United Kingdom Plan it Tax Full time

Would you like to work for a dynamic company based in Bolton?

Plan it Tax are a leading Research and Development (R&D) tax credit claims specialist. We help businesses claim HMRC tax incentives and allow innovative businesses to grow through securing clients’ funding, removing the hard work for them.

We are looking for an adaptable, self-motivated, and pro-active PA to join our exciting and expanding company.

**Roles**:

- General admin mainly for directors and other managers when required.
- Answer incoming calls, acting as a first point of contact for the directors.
- Sit in meetings to take minutes and then organise minutes, responsibilities for tasks, and police and monitor the resolution/completion of these tasks.
- Take over any initial work from directors and providing final drafts for any work for internal and external communications.
- Manage director diaries for meetings and the manager’s dairies for training and 1-1’s etc to ensure everything is done properly for the directors.
- Chasing for HR docs to ensure HR and payroll runs smoothly, along with monitoring through HR software.
- Collating reports, analysing data and statistics, and performance monitoring of agents.
- Sending mail to clients, external partners, etc.
- Monitoring overdue client CRM and staff workflow activities.
- Booking and arranging travel and accommodation.
- Booking and arranging all internal staff events.

**Key Skills**:

- At least two years’ experience in a similar admin or executive PA role, supporting at a senior level.
- The ability to take instruction well, multi-task efficiently, excellent organisational skills and be proactive within the role.
- Able to work quickly and accurately, with excellent attention to detail and grammar.
- Proficient in Microsoft Office, especially excel.
- Proficient in shorthand or very fast speed writing.
- A great communicator, professional and someone who is very loyal and can be discreet and confidential at all times.
- Ability to work under pressure in a deadline driven environment, including working on own initiative with little or no supervision.

**Benefits include**:

- We are currently trailing the 4 day working week, you working ours would be Mon - Thurs 8:00am - 6:00pm and reverting back to the normal work schedule on the last week of the month (Mon-Thurs 9am-6pm, Friday 9am-2:30pm).
- Great location with easy access to train station and bus routes.
- Hybrid working.
- Bonuses as part of the company structure.
- Full use of our health provider, Simplyhealth.
- Most importantly, a fun and supportive team.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00 per year

**Benefits**:

- Private medical insurance

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Bolton

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