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We are recruiting on behalf of our client for a highly organised and proactive Personal Assistant to support two busy teams in a professional services environment. This is a full-time, permanent role based in Edinburgh, offering a varied workload and the opportunity to be a key part of a collaborative and friendly team.
Job Responsibility:
Client onboarding including compliance checks
Month-end billing and financial admin
Formatting documents with automatic numbering and cross-referencing
Diary management, travel and accommodation arrangements
Ledger and cashroom tasks including adding outlays, liaising on receipt of funds, drafting and processing transfer forms, managing approvals and deadlines, handling ledger balances
Subscription service administration including setting up and managing subscriptions and portal access, document and template management, handling renewals, cancellations, and queries, reviewing usage and producing reports, managing direct debit payments
Requirements:
Previous experience in a PA or legal secretary role
Excellent administrative, organisational, and time management skills
Strong document formatting and word processing abilities
Confident using technology and troubleshooting issues
Professional, approachable, and client-focused
Able to work independently and take ownership of tasks
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