Personal Secretary

Personal Secretary Job Description

About the Role

We are seeking an open minded, smart and presentable, highly organized and proactive Personal Secretary to provide administrative support while also contributing to our client acquisition efforts. This dual role requires exceptional organizational skills, professionalism, and communication abilities.

Key Responsibilities

- Manage daily administrative operations including calendar management, correspondence, filing, and document preparation

- Make 10-15 outbound calls daily to new and potential clients to schedule appointments, introduce services, and gather information

- Screen incoming calls and direct them appropriately

- Organize meetings and take detailed minutes

- Prepare reports, presentations, and other documents as needed

- Maintain effective filing systems, both physical and digital

- Handle travel arrangements when necessary

- Process expense reports and basic bookkeeping tasks

- Serve as the first point of contact for clients and visitors