Personal Assistant

Key Responsibilities

1. Calendar & Executive Support

• Manage daily calendar, appointments, and scheduling (Google Calendar)
• Coordinate client meetings, reviews, and internal team sessions
• Send reminders and confirmations to clients and candidates
• Optimise schedule to maximise productivity and minimise downtime
• Prepare daily brief of meetings, tasks, and priorities

2. CRM & Client Follow-Up Management

• Maintain and update client records in CRM (Salesforce)
• Track client reviews, policy anniversaries, and follow-up timelines
• Prepare weekly follow-up lists and servicing trackers
• Ensure accurate documentation and record-keeping
• Assist in organising client documents and reports

3. Recruitment & Interview Coordination

• Screen resumes from job portals
• Schedule and coordinate interviews with candidates
• Track recruitment pipe...