Services

Experience

• 15 years of executive assistance for Presidents, ​CEOs, Managing Directors, Founders, ​Entrepreneurs (10 large corp execs/4 ​founders)
• 1 year of executive headhunting
• Trained and skilled at business development
• 4 years of operations leadership
• Experienced in highly regulated industries and ​leisure businesses (pharma, education, ​technology, retail health and wellness, ​professional services)
• Business education of Bachelor of Science for ​Business Management

General ​Administration

• First point of contact and effective gatekeeping
• Complex and proactive diary management
• Work with travel agent on travel logistics
• Process expenses, invoices, ad hoc admin ​support
• Produce high quality correspondence
• Prep and timely circulation of agendas, ​materials, minutes/actions, monitor and follow-​up of actions
• Highlight priorities and conflicts to stakeholder, ​source delegates
• Communicate with clients directly, screen calls ​and provide responses (resolve ​enquiries/requests to appropriate areas)
• Management of filing system and e-filing ​protocols

ExCo ​Management

• Executive Team Development: Create ​programme for a high-performing Executive ​team.
  
• Strategy Delivery: Ensure clarity on the ​organisation’s vision, strategy, and priorities. ​Holding teams accountable, removing barriers, ​and monitoring progress.
• Relationship management. The “go to” person ​for external stakeholders. Also, provide ​objective advice, feedback, and counsel to the ​CEO.
  
• Communication Strategy: Executing internal ​communication programme for clarity and ​alignment. Design intranets and develop events ​for regular interactions across all levels.
• Governance. Set dates for Board and ​committee meetings in each year. Distribute ​meeting packs, write actions and resolutions.
  
• Meeting management. Organise recurring ​virtual and in person meetings. Arrange travel ​for international attendees outside the UK and ​arrange onsite support.
• Ways of working. Lead in delivering CEO's and ​collective Executive's strategy. Driving continual ​improvement in ways of working.
• Correspondence management. Prepare official ​letters from CEO to key internal and external ​stakeholders.

Project ​Management

Project management method:

1. Planning. Understand the project’s ​scope and timeline as well as learning ​what the executive suite wants to ​accomplish and their abilities.
   
2. Initiation. Create milestones and set ​deadlines to the project’s overall due ​date. Develop a set schedule for ​deliverables to helps organise day-to-​day, long-term and dependant ​responsibilities.
   
3. Execution. Carry out project delivery ​alongside the executive.
   
4. Performance and resource tracking. ​Track progress, resolve bottlenecks, ​initiative collaborative discussion, ​complete actions.
   
5. Review. Review project successes and ​what needs improvement for future ​project and process optimisation ​planning.
   

Financial ​Management

• Arrange WIP updates and billing cycles ​according to client matter requirements.
• Ensure knowledge and recording of ​client/matter fee deals and discount rates ​for billing purposes.
• Work with Billing team to proactively ​manage WIP and attend routine WIP ​meetings with stakeholders.
• Communicate regular fee updates as ​appropriate.
• Prepare personalised letters to accompany ​client invoices when required.
• Assist with bad debt management and ​communicate with clients regarding bad ​debt as required.
• Monitor local budgets and cost schedules.
• Liaise with accounts for tasks such as: ​raising proformas, processing ​invoices/POs, time recording (ensuring ​application of correct phases and detailed ​narratives), 1st draft bill narrative edits ​(review work once complete), write off ​actions, WIP reports.

Marketing ​and Business ​Development

• Act as key client contact.
• Proactive upward management of business ​development and other firm-wide initiatives.
• Utilise Salesforce to maintain client ​contacts and client programme activities, ​and track deal activity.
• Research prospective clients and draft ​capability statements and other supporting ​collateral for more speculative ​opportunities.
• Support with 1st stage draft pitch ​documents, working with the pitch team as ​required.
• Ensure CVs, biographies and social media ​profiles are maintained.
• Support with coordination of team ​submissions to legal authorities.
• Support with organisation of internal and ​external events, hearings, conferences etc,

Expected ​Behaviours

• Use discretion, good judgment and act as a ​trusted adviser
  
• Ensure all activities and duties adhere to risk ​and compliance requirements and maintain ​all requirements to protect confidential client ​and firm information.
  
• Build strong relationships with business ​services teams and maintain effective and ​efficient use of appropriate business support ​services.
  
• Support additional stakeholders and ​colleagues as and when required.
  
• Identify and facilitate knowledge sharing ​within peer group and wider team.
  

Soft Skills

• Excellent communication skills and ability to ​interact at all levels.
  
• Strong organisational skills and excellent ​attention to detail.
  
• Strong work ethic
  
• A thorough understanding of working in a ​professional, service driven environment and ​of stakeholder/client/business ​confidentiality and discretion.
• Confident and professional manner with the ​ability to build strong relationships with ​stakeholders, clients and others.
• A strong team player, able to work within a ​team or independently.
• Adaptable and open to change showing a ​willingness and confidence to make ​suggestions for continuous improvement.
• Ability to cope with a wide range of ​competing demands and changing priorities.
• Ability to anticipate issues, problem solve ​and provide practical innovative solutions.

Hard Skills

• Advanced Microsoft Office skills. Outlook, ​Teams, Word, Excel, PowerPoint, Project, ​Visio, SharePoint, OneDrive, Forms, Viva ​Engage, Lists, To Do
• Proficient use in virtual meeting tools. ​Teams, Zoom, Google Meet
• Productivity tools: Monday.com, MS Project, ​Salesforce, Dynamics, Approval Max, Canva, ​Slack, Scribe, Adobe Pro
• Direct management of administrative and ​operational roles, interim management, ​training and mentorship