Executive Support (Primary Focus)
• Provide high-level administrative support to the Managing Director
• Proactively manage multiple email inboxes and prioritise communications
• Draft correspondence, prepare documents, and respond to enquiries on behalf of the Managing Director where appropriate
• Coordinate meetings, appointments, and calendar management
• Organise domestic and international travel, accommodation, and itineraries
• Prepare agendas, meeting notes, and follow-up action items
• Act as the primary administrative support for day-to-day executive activities
Project Coordination & Workflow Management
• Assist with managing projects using the firm’s project management software
• Monitor project progress and ensure deadlines are met
• Develop and improve internal workflows and business processes
• Create task lists, monitor outstanding actions, and follow up with team members
• Maintain project documentation and process manuals
• Identify opportunities to improve operational efficiency through better systems and processes
Reporting & Business Dashboards
• Prepare executive reports and business performance summaries
• Build and maintain management dashboards
• Compile operational and project data into meaningful reports
• Assist with acquisition and business growth reporting
• Present information in a clear and professional format for leadership review
• Support data-driven decision-making across the business
• Prepare business documentation, presentations, and reports
• Maintain organised digital filing systems and documentation
• Coordinate internal communications and administrative activities
• Assist with event planning and business initiatives where required
• Support ad hoc operational and administrative projects
• Review existing administrative processes and recommend improvements
• Assist with implementing new systems and technologies
• Develop Standard Operating Procedures (SOPs) and process documentation
• Leverage technology and AI tools to improve productivity and streamline administrative tasks
• Support the ongoing growth and scalability of the business
• Project management platforms (such as Asana, ClickUp, Monday.com or similar)
• CRM and cloud-based business systems
• AI platforms including ChatGPT, Claude, and Microsoft Copilot