About the role

The Personal Assistant provides high level executive, administrative and operational support to the Partners and Accounting Team. The role is a central coordination point for partner priorities, client administration, practice workflows, business operations and strategic initiatives, helping the firm operate efficiently while delivering a consistently professional client and team experience.

The position requires sound judgement, discretion, initiative and strong follow through. It suits a trusted professional who can anticipate needs, manage competing priorities, coordinate stakeholders and take ownership of actions through to completion.

Key responsibilities

- Manage Partner and Client Relationship Managers' diaries, client appointments, meetings, travel arrangements and competing priorities

- Monitor Partner inboxes, triage urgent and time-sensitive matters, draft responses and coordinate follow ups where authorised

- Coordinate Partner and Client Relationship Managers, strategic meetings, events, special client matters and related logistical requirements

- Draft confidential correspondence, reports, presentations and client communications in a professional, accurate and timely manner

- Serve as a trusted liaison between Partners, clients, team members and external stakeholders

- Coordinate end to end client onboarding, including engagement documentation,



client records, identity verification, AML checks and system setup

- Prepare documentation for electronic signature and ensure documents are complete, appropriately signed, saved and progressed

- Manage ATO and ASIC correspondence, statutory changes and corporate administration, including company and officeholder updates

- Raise and issue invoices, coordinate billing, and assist with work in progress monitoring and follow-up

- Maintain practice records, registers, recurring obligations and operational calendars

About you

- Exceptional organisational, prioritisation and time management skills

- Proactive planning and the ability to anticipate requirements

- High attention to detail, accuracy and follow through

- Clear, qualified written and verbal communication

- Sound judgement, discretion and confidentiality

- Ability to work autonomously and collaboratively

- Demonstrated experience in executive support, senior administration, practice coordination or a comparable professional services role

- Advanced proficiency in Microsoft 365

- Experience with accounting, advisory, ASIC, ATO, corporate secretarial or client onboarding processes is highly regarded

- Demonstrated ability to learn new systems and processes quickly and apply them consistently

📌 Personal Assistant (Orange)
🏢 pmwPlus
📍 Orange