Administrative Assistant
Current• Managing scheduling of meetings and appointments• Handling phone calls, take messages and directing to appropriate person• Arranging travel and accommodation for stakeholders & staff• Database maintenance in line with GDPR protocol• Archiving• Managing business inbox and responding to queries• Maintaining office inventory supplies• Assisting and training new joiners• Preparing invoices for clients via QuickBooks• Monitoring client credit control and… Show more • Managing scheduling of meetings and appointments• Handling phone calls, take messages and directing to appropriate person• Arranging travel and accommodation for stakeholders & staff• Database maintenance in line with GDPR protocol• Archiving• Managing business inbox and responding to queries• Maintaining office inventory supplies• Assisting and training new joiners• Preparing invoices for clients via QuickBooks• Monitoring client credit control and account balance• Arranging and dealing with bank statements & enquiries• Dealing with third party payments / payors / invoices• Assisting with preparing and editing general reports & documents• Ensuring all outgoing documentation is quality controlled• Assisting stakeholders with sales and pitcheso Preparing data pointso Preparing tailored product list• Incepting clients and managing onboarding process• Reaching out to clients for outstanding invoices whist maintaining valued client service and etiquette• Handling client KYC documents• Conducting initial client due diligence prior to inceptiono Passport screening & address verificationo Retrieving corporate documents via company's house• Screening via Dun & Bradstreet• Credit verification and checking via Experian Show less
