Reviews diaries on a daily basis and looks ahead to check all required resources are booked and that there is visibility of relevant data on diary entries.
Arranges and co-ordinates meetings, liaises with delegates, books meeting rooms and arranges refreshments and equipment as required. Ensures that sufficient time is allotted for travel when processing meeting requests.
Always aware of team members’ whereabouts and able to advise in this regard as required.
Consistently produces work of a high standard that rarely requires correction and has a reputation for delivering quality work. Document preparation will include reports, powerpoint presentations, letters, all using pre-prepared templates.
Understands the brand and Corporate Visual Identity rules and checks that all documentation produced is compliant. Acts as a brand champion in relation to documents produced by others and challenges if not compliant.
Manages filing efficiently by dealing with it as it arises. Takes steps to ensure that back log is never more than one week old.
Relationship Management System (RMS)
Ensures that RMS databse records are accurate and kept up to date and uses internet and other external resources to obtain information. Ensures that leavers’ RMS contacts are transferred to an appropriate person. Maintains sales and pipeline for each manager encouraging them to pass on relevant information.
Understands the Financial Management System (FMS) thoroughly and produces bills when required. Also produces WIP and debt reports and updates project codes and provisions for team as required. Is aware of billing deadlines and encourages team to produce bills and assists where needed.