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The Support to trustees will provide administrative and secretarial support to the team, ensuring smooth operations and assisting in the delivery of services to clients. The role involves managing multiple tasks and supporting the team with various functions, from meeting preparations to record-keeping, all in a structured and responsible manner.
Job Responsibility:
Provide general administrative support to the team
Maintain and update relevant spreadsheets, registers, and compliance checklists
Assist with team meeting preparations
Prepare templates for meeting minutes and update action logs
Handle quarterly tasks in preparation for regular team meetings
Log and process invoices, monitor budgets, and track financial documentation
Create meetings and upload related papers to online portals
Coordinate with external providers
Support the team with the completion of internal reports
Manage the team's diaries
Handle incoming calls and post
Adopt a professional attitude in all client and team-related communications
Provide general office administration
Maintain accurate time records
Collaborate with team members
Embrace and contribute to the team's values
Requirements:
Previous experience in PA, secretarial, or administrative roles
Ideally, familiarity with financial Administrative services
GCSE English and Maths Grade C or above (or equivalent)
Proficiency with Microsoft Office, especially intermediate to advanced Excel and Word, and basic PowerPoint skills
Nice to have:
Familiarity with financial Administrative services
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