Pivot & Mark: Job Title Business & Marketing Assistant
Job Description Summary
We are looking for an enthusiastic PA to join our vibrant Bristol office team, working alongside Partners and the Office, Industrial, and Investment Departments. You will provide skilled secretarial, administrative, and financial support to Partners and their teams, ensuring high-quality service daily.
Key Responsibilities:
1. File management, archiving, and ad hoc duties.
2. Monitoring and completing file opening and closure processes, following relevant procedures to meet all job and audit protocols.
3. Undertaking AML compliance tasks and liaising with our KYC team.
4. Typing and formatting correspondence and reports, binding, and scanning documents.
5. Creating invoices regularly and managing the team’s work-in-progress records and forecasting.
6. Overseeing team workflow from pending jobs to completion, ensuring full visibility of income.
7. Processing expenses.
8. Diary management, coordinating meetings, and booking meeting rooms, including viewings.
9. Managing travel arrangements for Partners and their teams.
10. Sending invitations to clients for events and logging responses.
11. Creating and updating lists, spreadsheets, and schedules using Excel at an advanced level.
12. Maintaining the team’s CRM system and contact databases.
13. Acting as a focal point of contact, ensuring efficient liaison between team, manager, clients, colleagues, and personal contacts.
Knowledge & Experience:
* Proficient in Microsoft Word, PowerPoint, Excel, Outlook, and Teams.
* Ability to multi-task and manage multiple priorities.
* Outstanding attention to detail.
* Exceptional organization and time management skills.
* Flexible approach to meet team demands.
* Ability to prioritize workload and operate proactively.
* Self-motivated team player who uses initiative and works well under pressure.
* Ability to handle confidential and sensitive information.
Incorporated by: Cushman & Wakefield
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