Business & Marketing Assistant

Effie Worldwide, Inc.; Bristol; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in Bristol is looking for a proactive Business & Marketing Assistant to provide vital support to the team. This role involves a variety of tasks, from managing files and creating invoices to coordinating meetings and maintaining CRM systems. The ideal candidate will thrive in a fast-paced environment, demonstrating exceptional organizational skills and attention to detail. Join a vibrant office team where your contributions will ensure high-quality service delivery and support the success of the business. If you are a self-motivated team player ready to take on diverse responsibilities, this opportunity is perfect for you.

Qualifications

• Proficiency in Microsoft Office Suite is essential for this role.
• Strong organizational skills and attention to detail are crucial.

Responsibilities

• Manage files and perform administrative duties to support the team.
• Create invoices and oversee workflow to ensure income visibility.

Skills

Microsoft Office Suite

Organizational Skills

Time Management

Attention to Detail

Multitasking

Tools

CRM Systems

Excel

Job description

Job Title

Business & Marketing Assistant

Job Description Summary

We are seeking an enthusiastic PA to join our vibrant Bristol office team, working alongside Partners and within the Office, Industrial, and Investment Departments. The role involves providing skilled secretarial, administrative, and financial support to ensure high-quality service delivery daily.

Key Responsibilities:

1. Manage files, archives, and perform ad hoc duties, including monitoring file opening and closure processes to meet all protocols.
2. Undertake AML compliance tasks and liaise with the KYC team.
3. Type and format correspondence and reports, bind and scan documents.
4. Create invoices regularly, manage work-in-progress records, forecast, and oversee workflow from pending to completed jobs, ensuring full income visibility.
5. Process expenses.
6. Manage diaries.
7. Coordinate meetings and book rooms, including both internal and external meetings and viewings.
8. Arrange travel for Partners and teams.
9. Send invitations for client events and log responses.
10. Create and update lists, spreadsheets, and schedules using Excel at an advanced level.
11. Maintain the team’s CRM system and contact databases.
12. Act as a point of contact, ensuring efficient communication between team members, managers, clients, and colleagues.

Knowledge & Experience:

1. Proficient in Microsoft Office Suite: Word, PowerPoint, Excel, Outlook, and Teams.
2. Ability to multitask and manage multiple priorities effectively.
3. Exceptional attention to detail.
4. Strong organizational and time management skills.
5. Flexible approach to meet team demands.
6. Ability to prioritize workload proactively.
7. Self-motivated team player who uses initiative and works well under pressure.
8. Ability to handle confidential and sensitive information appropriately.