Junior Personal Assistant
Core
Provides high-quality administrative and operational support to the East Coast Corporate Finance team, assisting Partners with diaries, expenses, billing, and client onboarding.
Role type
Junior Personal Assistant (Corporate Finance)
Builds
Administrative workflows and client engagement records for the Corporate Finance practice
Domain
Professional Services / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Diary management, Expense claims processing, Billing coordination, Client onboarding administration, CRM management, Microsoft Office proficiency
Preferred skills
Professional services experience, CRM/AML process knowledge, GreatSoft system experience
Responsibilities
Manage Partner diaries and meeting logistics, Process expense claims and financial records, Coordinate billing and WIP monitoring, Handle new client onboarding and engagement administration
Seniority
Junior, entry-level support