Personal Assistant & Team Coordinator

Personal Assistant & Team Coordinator

Posted: 05.01.26

Job Description:

We are currently looking for a highly organised and proactive Personal Assistant & Team Coordinator to join our busy expanding Firm in Canterbury, reporting to more than one Partner and assisting their accounting teams.

The Role:

This role is essential in ensuring the smooth operation of daily activities and client management, providing administrative support and coordinating with teams and clients.

Key responsibilities include:

• Administrative Support: Providing comprehensive administrative assistance to three partners. Including organising and coordinating meetings both virtual and face to face, including ensuring Partners are fully prepared, including gathering agendas, saving minutes, and following up on action points.  Organising Partner travel arrangements, including transport, accommodation and restaurants.  Assist with completion of Partner timesheet, mileage and expenses records.  Raise invoices / credit notes where required.

• Client Management: Serve as the initial point of contact for clients, handling incoming calls and emails, redirecting as necessary to team managers, and ensuring that all communications are dealt with promptly and professionally whilst managing expectations and ensuring timely responses. Onboarding new clients ensuring all new client procedures are completed, updating and maintaining internal records, software and updating and adhering to procedures.
• Team Coordination: Facilitate communication and workflow between the partners and their teams, ensuring deadlines are met and work projects are on track.  Ensuring a well organised, efficient and professional work environment.

The role is full time office based, 37.5 hours per week 9.00am – 5.30pm Monday to Friday.

We are offering a competitive salary, based on qualifications and experience.

The Candidate:

The successful candidate should have:

• Proven experience as a Personal Assistant, Executive Assistant, or Team Coordinator, preferably in a professional services environment.

• Strong proficiency in Microsoft Office, particularly Excel, Word, and Outlook.

• Excellent organisational skills with the ability to prioritize tasks and manage multiple responsibilities.
• Exceptional communication skills, both written and verbal, with a polished and professional phone manner.

• Professional attitude be self-motivated and a logical thinker.

• Strong attention to detail and a high level of accuracy in work.

• A high level of discretion and confidentiality in handling highly sensitive information.
• Ability to work well under pressure and to tight deadlines, as well as attention to detail plus the ability to communicate confidently with a wide range of people at all levels.

Preferred Qualifications:

• Previous experience in an accountancy or financial services firm.
• Familiarity with CRM systems and project management tools.

If you are a motivated, diligent individual looking for a new challenge, and would like to explore this exciting opportunity further, we would be delighted to hear from you.

To apply for this position, please send your CV and covering letter to Rachel Pottle:

Email: jobs@burgesshodgson.co.uk  Telephone: 01227 454627