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
Explicit, professional 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
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📌 Personal Assistant (Orange)
🏢 pmwPlus
📍 Orange