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PA / Administrator

United Kingdom, Wimbledon 35000.00 - 40000.00 GBP / Year · Job Posted June 06, 2025
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Job Description

Our client, a retired businessman with a dynamic lifestyle, is seeking an experienced and highly organised PA/Administrator to provide part-time support across a wide range of personal, operational, and financial tasks. The role involves liaising with professionals, managing sensitive documentation, and coordinating logistics for travel, events, and family matters.

Job Responsibility

  • Act as liaison between client and IT service provider
  • Ensure timely resolution of technical issues
  • Use Microsoft Tasks to coordinate business and personal tasks
  • Manage SharePoint files across various entities
  • Coordinate investment and trust documentation (e.g. QNUPS, offshore pensions, Investec portfolio)
  • Track investment performance and assist with monthly financial reviews
  • Prepare and monitor budgets, track expenses, and request transfers from funds
  • Oversee direct debits, school fees, family maintenance, and personal payments
  • Coordinate with agents and legal teams for rental/sale of UK properties
  • Manage Portuguese property admin and liaise with overseas managers
  • Monitor and manage inbox, calendar, and contact lists
  • Draft personal correspondence and transcribe dictation as needed
  • Oversee tax filing process with external accountants
  • Maintain spreadsheets for school reports, health tracking, and schedules
  • Maintain password logs and online account records
  • Book and manage travel (UK & abroad) including hotels, flights, and transfers
  • Organise personal events including the annual Christmas party and school visits

Requirements

  • Proven experience in a PA/Administrative role, ideally supporting a private individual or HNW client
  • Highly organised with excellent communication and multitasking skills
  • Proficient in Microsoft Office (especially Excel, Outlook, and Tasks)
  • Familiar with SharePoint and document management systems
  • Discreet, trustworthy, and flexible with a proactive approach

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