Role description:

?Prepare, format and draft proposals, presentations and engagement letters
Compose correspondences to team members and clients (e.g. follow up for submitted proposals)
Formatting of letters, reports, presentations, financial statements, documents as needed
Proactive calendar management for the Advisory leadership team
Understanding what preparation is required for meetings, often involving researching companies/individuals on behalf Advisory leadership to ensure they are fully prepared
Submit weekly timesheets for the Advisory leadership, along with any expense claims or leave requests
Ownership of client onboarding, conflict checks/ KYC and overall engagement processes
Monitoring of engagements’ work-in-progress and team utilization
Diligently maintain, migrate and upload data on relevant systems including Client Relationship Management software (contacts, proposals, engagement letters etc.)
Support the Advisory and Finance teams with billings and raising/ payment of invoices
Monitor the Advisory billing and receivables
Support with team on-boarding including welcoming new joiners and/ or engagement code creation
Pipeline management for Advisory services (producing monthly reports)
Manage SharePoint folders and files for the Advisory teams
Advisory staff profile creation and updates
Ad-hoc admin coordination including but not limited to arranging and scheduling conference calls, booking flights, arranging visas and accommodation
Maintain and store electronic and hard-copy documents/ records/ reports whilst protecting confidentiality and adhering to the firm’s risk management policies
Assist in planning and organizing meetings/ events as well as the visits of selected guests/ clients
Bank confirmation support and/ or translation support
Provide cover support for other operations team members where suitable
Other relevant duties as assigned


Communicate effectively and professionally with all levels of client personnel and client service personnel
Understand the firms service lines, industries and client engagement structure in order to work effectively with all levels of employees and clients
Well-developed organization and time management skills, and the ability to work on own initiative, accurately to tight deadlines, and to prioritize between conflicting demands
High attention to detail and excellent verbal and written communication skills
Demonstrate a positive and proactive approach whilst maintaining complete discretion
Ability to work with sensitive information and maintain privacy and confidentiality
Exceptional communication standards in English is a must. Arabic speaking skills will be an added advantage
Excellent interpersonal skills and ability to work in a team environment
Advanced level working knowledge of Microsoft applications
Ability to obtain and maintain firm independence and abide by firm ethics requirements

Required Experience and Qualifications:

Three to five years of related experience
Previous experience of working as a Secretary or Personal Assistant, ideally in a professional services or financial services environment