You know the value of being the person who holds it all together – organised, discreet, and unflappable when a dozen things land at once. You enjoy the variety of a role that touches everything, from the partners’ diaries to company events to the odd marketing project, and you’re at your best when you’re trusted to just get on with it. If your current role has stopped offering that, it might be time for a change.
About Attune
At Attune, we believe great advice starts with relationships. While much of the profession is becoming increasingly specialised and process-driven, we are building a partner-led firm that combines technical excellence with continuity, context and personal service. Our teams work collaboratively across disciplines, supported by technology that enhances client relationships rather than replacing them.
Role Purpose
As the PA to the partners/Operations Assistant you will be expected to provide high-quality administrative and diary management to the Partners whist supporting the smooth day-to-day operation of the business. The role requires excellent organisational skills, professionalism, discretion and the ability to manage multiple priorities within a client-focused environment.
Join us on the Attune journey and make a real impact from day one. As a valued part of the team, you’ll help keep things running smoothly and play an important role in creating a great experience for our employees and clients.
Key Responsibilities
Personal Assistant Duties
- Manage the Partners diaries, appointments and meetings.
- Screen and prioritise communication for the partners as required.
- Arrange internal and external meetings, including preparation of agendas and meeting papers.
- Coordinate travel and accommodation where required.
- Prepare letters, reports, presentations and client communications.
- Assist with confidential and sensitive matters in a professional manner.
Practice Administration
- Support document management, scanning and electronic filing.
- Co-ordinate office supplies, facilities and general administration.
- Support with relevant industry compliance processes and maintain practice procedures.
- Assist with organising and execution of Company events.
- Assisting the Marketing Manager with our social media/digital marketing campaigns
- Support the people operations function with administration where needed.
Systems & Technology
Use Microsoft Office (Word, Excel, Outlook and Teams) confidently.
Maintain records within practice management software.
Assist with electronic document/practice management systems.
Support the implementation of new administrative processes where appropriate.
Be a “champion” of our tech stack, helping users get the most out of it
Person Specification
Essential
- Educated to degree level or equivalent.
- Proactive approach to learning new skills and working on multiple projects at once.
- Excellent organisational and time management skills.
- Strong written and verbal communication.
- High level of accuracy and attention to detail.
- Professional and confident telephone manner.
- Ability to prioritise competing deadlines.
- Excellent Microsoft Office skills.
- Ability to handle confidential information with discretion.
- Self-motivated with a proactive approach.
Desirable but not essential
- Previous experience within an accountancy, legal or professional services environment.
- Familiarity with practice management, CRM and AI workflow tools such as ChatGPT, Vinyl, Zoho
- Experience using Xero, QuickBooks, Sage or similar business systems.
- Understanding of AML and client onboarding processes.
Personal Attributes
- Friendly and approachable.
- Highly organised and dependable.
- Positive and flexible attitude.
- Strong problem-solving skills.
- Professional appearance and manner.
- Able to work independently and as part of a team.
- Committed to delivering excellent client service.
What you’ll get
- Salary – dependent on experience.
- Pension
- Private health insurance
- Flexible and hybrid working
- 25 days annual leave plus public holidays
- Additional day’s leave for your Birthday
- Opportunity to further your career with training and professional developme
