Personal Assistant | Valuation & Advisory Services
Core
Providing high-level administrative and operational support to the Head of Valuation & Advisory Services and the team, ensuring smooth workflow and client documentation.
Role type
Senior Personal Assistant / Executive Assistant
Builds
Operational support for a Valuation & Advisory Services team
Domain
Professional Services / Valuation
Required skills
Diary and document management, coordination of reports and presentations, workflow and invoicing management, meeting coordination, financial reporting support, marketing and event support
Preferred skills
Property or valuation industry experience, advanced Microsoft Office skills (Word, PowerPoint, Outlook), proactive self-motivated working style
Responsibilities
Managing diary, correspondence, and document support; Coordinating valuation reports, proposals, and client documentation; Managing job setup, invoicing, expenses, and file completion; Coordinating team meetings, travel, and minutes; Assisting with fee forecasts and revenue reporting; Supporting marketing initiatives and team onboarding