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A fantastic opportunity has just arisen, my client is looking for an exceptional PA/Administrator.

Predominantly Remote, with weekly visits to his home in Wimbledon, to discuss workload

Immediate Start.

Great role, working for a retired business man, to support him with his busy lifestyle, of entertaining, travel, supporting the admin side of his financial affairs, to include such things as School Fees, investments, family budgeting.

PA - Operations

IT Support
Work as point of contact between the IT provider and Client to resolve any technical issues.

PERSONAL
Microsoft Tasks ("To Do") - is used to coordinate tasks across Business and Personal domains.

Management of Trust - Administrating

Documents saved to SharePoint management of Sharepoint Files
QNUPS
Offshore pension fund administered by Cavendish Guernsey
Portfolio of marketable securities managed by Investec
Investec portal for information purposes
Investment returns reviewed with directors monthly from schedule utilising information from Investec
Documents saved to SharePoint.
Living expenses
Monthly/yearly budget and cashflow prepared
Actual compared to Budget and variances discussed
Cashflow monitored and requests made from Investment funds as required
Administration of DD
Administration of School fees
Administration of family maintenance payments
Administration of all personal payments (car, ad hoc requested payments) Private rental property - Apartment Belgravia (due to be sold)

Liaison with rental and sale agents
Liaison with legal on sale. Private Foreign Property

Administration of costs and services for private Portuguese property.
Liaise with Portuguese managing agents. Personal Assistant

Manage SharePoint for all entities and ensure consistency of filing protocol
Monitor emails and notify of any priority emails and deal with any emails as required
Manage calendar ensuring all key dates are entered with no conflicts
Manage contacts and ensure all new relationships are added or updated as required
Draft or compose personal correspondence including transcribe dictation when required
Manage personal tax filing with Menzies accountants
Manage all passwords for online accounts and ensure records are up to date in spreadsheet and contacts
Family
Download son's school reports and update comparison spreadsheet
Keep 'care schedule' up to date
Keep Blood test comparison spreadsheet up to date.
Events & Travel
Manage hotel bookings (e.g. for Hong Kong Sevens)
Manage hotel bookings in Eastbourne Grand Hotel (school visits)
Book and manage annual Christmas party event for Friends
Book trips (air & car transport) - principally Portugal
Book and manage ad hoc events for Client and friends.

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