VA

We are seeking a highly organised and proactive Personal Assistant to provide comprehensive support to our team. The ideal candidate will possess strong administrative skills and have the ability to manage multiple tasks efficiently. This role is vital in ensuring smooth operations and enhancing productivity within the company, offering a unique opportunity to work closely with an Independent Financial Planner in a dynamic environment and also other areas within the group we have a convenience store and property and we are looking to grow with your help.

Responsibilities

Manage and maintain schedules, appointments,
Handle correspondence, including emails and phone calls, with professionalism and discretion.
Perform clerical duties such as data entry, filing, and document management.
Organise meetings, take minutes, and follow up on action items as required.
Provide general administrative support to ensure efficient office operations.
Cold calling and lead generation
Skills
Graphic design, canva
social media and ads google and facebook

Proven experience in an administrative or office support role.
Excellent phone etiquette and communication skills.
Lead generation and acquisition skills
Marketing and SEO skills would be advantageous
Content creation, for social media and adverts
Strong organisational skills with attention to detail.
Ability to manage time effectively and prioritise tasks in a fast-paced environment.
Competence in data entry with a high level of accuracy.
Nice-to-have: Familiarity with financial services and terminology this isnt mandatory
Must be hardworking focussed and able to see tasks through to completion