At a Glance
- Tasks: Support the Managing Director with admin tasks, scheduling, and client communications.
- Company: Dynamic company in London focused on strategic partnerships and client relationships.
- Benefits: Full-time role with opportunities for professional growth and a vibrant work culture.
- Other info: Be part of a team that values inclusivity and employee wellbeing.
- Why this job: Join a fast-paced environment where your organisational skills can shine and make a real impact.
- Qualifications: Experience as a PA and strong communication skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
We are looking for a highly organised and proactive Personal Assistant to provide comprehensive administrative and secretarial support to our Managing Director. This is a varied and fast-paced role requiring exceptional attention to detail, strong communication skills, and the ability to manage competing priorities with discretion and professionalism. The role also extends into CRM and operational support, helping to keep client, partner, and pipeline administration on track, so that the Managing Director’s time remains focused on revenue generation, strategic partnerships, and key client relationships.
Key Responsibilities
- Diary and Schedule Management
- Managing and coordinating a busy diary, including scheduling meetings, calls, and appointments
- Anticipating conflicts and proactively resolving scheduling issues
- Arranging and coordinating internal and external meetings, including room bookings and video conferencing
- Protecting time for business development and revenue-generating activities
- Acting as a first point of contact, screening calls and emails and responding on behalf of the executive where appropriate
- Managing incoming and outgoing communications efficiently and professionally
- Escalating urgent client, partner, liquidity provider, or internal matters as needed
- Executive Administrative Support
- Preparing agendas, taking minutes, and following up on actions from meetings
- Maintaining accurate filing systems, both electronic and physical
- Tracking completion of actions across the business
- Organising documents, agreements, and correspondence
- Reviewing new agreements, documents, and contracts ahead of signature
- Working with the Marketing team to prepare collateral for new clients, partners, and campaigns
- Support employee wellbeing by creating a pleasant and inclusive working environment
- Organise company events, including annual Christmas and Summer parties, and assist with charity initiatives within the office, fostering team engagement.
- Travel and Logistics (Clear Capital Group Only)
- Organising domestic and international travel arrangements, including flights, hotels, transfers, and itineraries
- Preparing detailed travel packs and ensuring all logistics run smoothly
- Creating and maintaining contacts, companies, and deals within HubSpot
- Updating partnership and sales pipelines
- Tracking follow-ups and opportunities
- Liaising with the GTM team on campaign coordination and partnership pipeline updates
- Operational & Trade Support Administration
- Adding beneficiary and payment details to booking platforms
- Coordinating KYC and onboarding documentation
- Chasing outstanding information from clients and partners
- Assisting with operational paperwork and payment-related administration
- Supporting trade support processes where appropriate
Person Specification
Experience
- Proven experience as a PA
- Experience managing complex diaries and travel arrangements
- Experience using CRM systems, ideally HubSpot, is desirable
Skills
- Exceptional organisational and time management skills
- Strong written and verbal communication skills
- High proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Ability to work under pressure and meet tight deadlines
- Comfortable handling confidential client, financial, and operational information
Attributes
- Discreet and professional at all times
- Proactive and uses initiative
- Flexible and adaptable to changing priorities
- Highly accurate with strong attention to detail
Personal Assistant and Executive Support employer: Clear Capital Exchange
Join a dynamic and supportive team in the heart of London, where your role as a Personal Assistant will not only enhance your organisational skills but also contribute to the success of our Managing Director. We pride ourselves on fostering a collaborative work culture that values employee wellbeing, offering opportunities for professional growth and engagement through company events and charity initiatives. With a focus on strategic partnerships and client relationships, this position provides a meaningful pathway to develop your career in a fast-paced environment.
