Supporting the CEO and leadership team

PA support to two Partners and two Directors in BDO’s Tax Team in Bristol. Also provided secretarial support to the Chair and Unifying Culture Board. Attended corporate social responsibility days through the year.

Short term contract providing PA support to the Chief Operating Officer and Executive Team

Temporary assignment leading to fixed term contract. PA support to the Director of Policy, Strategy and Partnerships.- Joined a large and complex organisation at a time of virtual working- Provided in-box and diary management support, reviewed monthly purchase card spend and arranged for associated recharges to alternative cost centre, and saved documents in file management system (SharePoint)- Board and meeting support - maintained forward plan and action logs, agenda and paper preparation, took minutes, recorded/followed up on actions, organised catering and raised purchase orders. - Organised internal and external virtual meetings (Zoom and Microsoft Teams)

Responsible for the support of the Chapter Clerk (Chief Operating Officer) and help with all aspects of the Cathedral’s operations- Safeguarding/HR Safer Recruitment Administrator - assisted with the management process for safer recruitment and safeguarding, drafted HR safeguarding process and guidance document, conducted ID/DBS checks, assisted with basic safeguarding awareness training to volunteers including producing information leaflet and preparation of material for trainees- Provided support with diary management, organised meetings and catering, arranged travel plans, processed expenses, in-box management during Chapter Clerk’s absence and ad hoc support such as website updates- Board meeting support - agenda preparation, attendance and provided board meeting minutes

Senior Executive Secretary, Oct 2018 - March 2019:PA support to Partner, Director and Senior Manager in a newly created Investment Advisory team in Bristol- Provided onboarding and continued support to help new team settle into the firm- Project managed launch seminar (held at external venue)PMO Co-ordinator - internal secondment, Apr - Sep 2018, Bristol/London:Part of a Programme Management Office team to deploy an internal quality transformation programme across the UK firm- Prepared weekly management report, updated programme risks and issues logs, supported and attended monthly steering committee and provided action notes (and follow up to ensure completion)- Supported with the development of new project management documents and processesSenior Executive Secretary - Sep 2013 - Apr 2018:Provided full PA support to the Office Senior Partner (and support of two Directors)- Proactive diary management and management of in-box, organising internal and external client meetings, project management of seminars and client events, organising complex travel, producing expenses, updating of contact and client database management- Acted as gatekeeper, particularly when the Office Senior Partner was out of the office, to ensure efficient use of his time- Project managed a small team and budget to successfully deliver KPMG’s official office opening launch party at new central Bristol location in September 2016 to over 100 clients- Mentored 6th form pupils from former secondary school

Responsible for the support of professionals ranging from Surveyor to Equity Partner in the Professional & Agency team. This included record management for team, diary management and meeting co-ordination including minute taking, database management, fee invoicing, preparation of reports/tenders/particulars and updating/including property information on the Alder King website and property websites. Also acted as a Quality Assurance Co-ordinator to assist the team sustain Alder King’s ISO 9001:2008 certification.

Returned to PwC for a 6 week assignment (at the request of the secretarial manager) in PwC's Bristol secretarial hub providing support to senior managers in the West & Wales region.

Provided PA and secretarial support from solicitor to senior partner level such as assisting with diary management, booking travel, facilitating the production and sending of client bills, producing financial cashier forms for client/office accounts, producing expenses, analysis/production of management information and client reports

PA/secretarial support including organising Company Secretarial and Pensions seminars, providing structure to the billing process and collation/production/circulation of regular team reports.