Established, Dynamic, Successful - Boutique Finance – Part-Time PA *REMOTE*

Scheduling and Coordination

• Oversee complex calendars across multiple time zones, arranging meetings, calls and events for the senior adviser and team.
• Act as a central contact for incoming communications, ensuring queries are handled efficiently and appropriately.
• Ad-hoc personal support

Client and Team Support

• Maintain accurate client information across internal systems, ensuring records are current and complete.
• Take ownership of the master client tracker, ensuring routine reviews, suitability checks, and consistent monitoring
• Assist with preparation and distribution of periodic client communications and documentation.
• Provide general administrative assistance across the team, including support with data accuracy and system updates.

Operational and Regulatory Administration

• Process and monitor expense submissions in line with internal policy and regulatory expectations.
• Maintain records relating to professional learning and development requirements.
• Assist with maintaining orderly records and documentation in accordance with internal standards and regulatory frameworks.
• Support periodic data reviews and administrative projects to ensure information integrity across systems.

Relationship Management Support

• Assist with thoughtful client engagement initiatives, helping maintain strong professional relationships.
• Track key client dates and coordinate appropriate acknowledgements where required.

Governance and Professional Standards

• Operate in accordance with relevant regulatory frameworks and internal compliance procedures.
• Maintain awareness of industry developments and regulatory expectations where relevant to the role.
• Uphold professional and ethical standards in all activities.

• 5yrs+ experience in professional services and/or financial services
• Grad/grad calibre, bright, confident, managing multiple priorities and deadlines.
• Comfortable using Microsoft Office applications, particularly Excel, Word and PowerPoint.
• Strong written and verbal communication skills.
• Able to build positive working relationships across teams.
• Demonstrates sound judgement and discretion.
• Takes initiative and approaches tasks proactively.
• Reliable and calm when working under time pressure.
• Professional manner with a service-oriented mindset.
• Careful, methodical and thorough approach to tasks.

• 20 hours per week, spread across 5 days
• Flexibility around daily schedule