Lisa Brady Email & Phone Number

Rh6 0Yr

Crawley, West Sussex

London Gatwick Office, Crawley, Rh10 9Gt

Busy and varied role, supporting Tax Partner, Tax Director and team of twelve personnel, comprising Associate up to Associate Director level at London Gatwick office, by booking meetings with all supporting AV / catering requirements, room bookings in Gatwick and in London offices plus any ad hoc requests for support; Diary review for Partner and Director to minimise any issues in advance, to meet their priorities; being aware of movements at all times to provide clear point of contact on their behalf; Pro-actively arranging paperwork in advance of any meetings, adhering to Grant Thornton branding and template use plus following up on actions from said meetings to feed back to management; Sending communications ‘on behalf of’ Partner / Director with minimal supervision; Booking regular networking meetings for the entire Gatwick office throughout the year and arranging all supporting issues to ensure meetings are an efficient use of time for everyone involved; Booking all monthly Tax meetings plus all Counselling Partner meetings as well as half- and full-year Review meetings throughout the whole year for all Tax team, creating and maintaining relevant distribution listings and fully supporting all background elements, so that these run smoothly; Updating organisation’s in-house CRM system ‘INTERACTION’ with all client meetings and contact made by Tax team Scanning all HMRC and legal documentation received, onto ’LIVELINK’ (GT’s virtual filing system). As HSO (Health & Safety Officer & Fire Warden): Trained as Fire Warden on joining to be added to the list of six Wardens for the Gatwick office; Maintain weekly fire alarm and relevant call point testing and logging information for the whole building; Working with HSO Leader in London to create the new Emergency Evacuation Manual for the Gatwick office; Provide initial conversation re. all Health & Safety issues for the office, to all newly recruited staff of any grade; Point of contact for any staff on ongoing basis

London Gatwick Office

Diverse and very busy role, supporting all Managers and Senior Managers within the Gatwick Audit office (c.20 people) by providing brand-formatted documentation, internally and externally: correspondence, Engagement letters, PowerPoint packs for client meetings, planning schedules and final result packs of audits; booking travel and accommodation via Deloitte’s Travel Team; Diary and travel support for two Directors; Full support to Company Secretarial Manager based at Gatwick office: regularly creating, drafting and producing correspondence and literature on behalf of the Manager both internally and out to clients, solicitors and Companies House; correct e filing and hard copy storage of all legal documentation for all the clients for ease of reference; Scheduling in resources of Associates up to Assistant Manager grade (S1s/S2s/AM1s/AM2s) onto audits, stock-takes and other work throughout the year, using ‘ENGAGE’ – Deloitte’s firm-wide virtual year-planner that then links into regular billing and forecasting for the whole of Audit Department

Horsham

Organised full diary for the Director for numerous hosted slots as well as those attended, ensuring all hard-copy packs were to hand for his prep, so that he as Stakeholder/Sponsor could fulfil his role; Handled sensitive and/or confidential literature and information with appropriate discretion; Daily e-mail screening and flagging/directing for the Director to make best use of time, and to meet priorities; Frequent and constantly changing diary management for Director and DRs, working with relevant Secretaries in various offices throughout the business; All complex travel, accommodation, room bookings and itinerary arranged in connection with diary needs for Director and DRs concerning all internal and external meetings, in UK and overseas, in line with RSA Policy; Ensured all Director’s ‘HR’ meetings throughout the year with the DRs happened, including half year and full-year reviews; Invoice preparation for sign off, ensuring supplier authority in place and cost centre plus material group information correctly provided for Accounts team’s prompt processing; Proactively carried out supporting administrative elements: maintained and despatched Weekly Whereabouts for Director and DRs to large distribution list; maintained team’s Holiday Chart; maintained and input monthly expenses to a very high standard and acted as ‘Travel Assistant’, checking and amending numerous ‘trips’ for DRs and also other members of the team to ensure audit purposes were met for all those concerned and reimbursement dealt with promptly (c.20 people)

Uxbridge Office

PA/Secretary role within 'Performance Improvement team', primarily looking after two direct-entry Partners, one Senior Consultant and one Consultant; varied diary management via close communication with relevant PAs throughout Performance Improvement Consultancy (“PIC”) and the two other Lines of Service; Logging daily timesheets for both Partners to follow through to client billing; Regularly inputting all relevant expenses to ensure this was reimbursed promptlyMoved over to Corp Tax to be PA/Secretary to Tax Partner/Business Unit Leader (“BUL”):Very busy, full PA role, primarily managing Tax Ptr/BUL’s diary and also two Senior Managers; Extensive organisation and re-organisation of Tax Ptr/BUL’s day-to-day constant diary changes and travelling itinerary, in London and any of the six other offices in his South East region; Booked client meetings for the Tax Ptr to maintain client relationships throughout his term as BUL plus all regular HR catch-ups throughout the year as well as the quarterly annual reviews for the South-East region (seven offices in total) Partners and his attendance at relevant Panels for potential staff promotions

Colindale, London Nw9

• Full PA role, primarily looking after Board-level IT Director along with the immediate team of four Senior Managers, including extensive diary management via MS Outlook with relevant travel and accommodation arrangements as necessary• Screened/dealt with all calls for the Director, and also for the Senior Managers in their absence• 50/50 split of audio/copy typing and administration for the Management Team and Department (totalling 45 people)• Quarterly Departmental meeting full organisation (presentation, venue booking, etc.)• Monitored the Director’s monthly expenses via in-house systems• Maintained annual HR review documentation at varying times throughout the year, plus team holiday and attendance records, for the whole of IT Department both in Colindale and London-office• All other duties assigned by the IT Director and the Department