• Regional Personal Assistant

    Job Locations UK-Plymouth
    Posted Date 1 month ago(1 month ago)
    # of Openings
  • Company Outline


    SWAT UK is one of the leading providers of training and consultancy services to the accountancy profession. In addition to running a wide range of accountancy courses in venues throughout England and Wales, as well as online, we also provide consultancy and compliance support to accountancy firms. SWAT UK is a dynamic, forward-thinking business and our mission statement is to improve the economic well-being and quality of life of clients and staff.  Although we expect the very highest standards from all our staff, we are a friendly team where everyone is working towards the common goal of driving the firm forward. If you are looking to be part of a team in which everyone’s contribution plays a vital role in the company’s success, then we would love to hear from you.

    SWAT UK is part of Wilmington plc Professional Division. 


    Main Purpose of Role

    Regional PA - Maternity Cover


    1. Alongside an existing colleague, providing PA support to several members of senior staff who work in our London & Eastern regions.
    2. Managing diaries for SWAT UK’s consulting and lecturing staff.
    3. Forging and maintaining professional and helpful relationships with our external clients and helping them make the most of SWAT UK’s services.
    4. Setting up and managing consultancy visits and lecturing appointments for SWAT UK staff and sub-contractors. Telephoning and emailing confirmations and engagement terms to clients.
    5. Keeping diary appointments and records of all client contact up to date on the company database and Outlook.
    6. Proactively working with colleagues to monitor clients’ usage of SWAT UK’s services within their contracts and acting as client care contact for smaller firms.
    7. Providing high quality customer service to all clients (external customers and internal colleagues).
    8. Administrative tasks including: proof reading reports and correcting/ amending/issuing them to clients in a timely manner; booking and managing extensive accommodation and travel requirements; preparing papers for meetings; managing client communications.
    9. Liaising with other Regional PAs about shared tasks to ensure deadlines are met and departmental compliance procedures are carried out across all regions.
    10. Taking responsibility for own training on software or systems used at SWAT UK if not already familiar with them.


    Skills and Experience Required


    Minimum of 3 years’ experience in senior secretarial/PA role

    Experience of managing several people’s diaries and sorting out conflicting appointments

    Excellent communication skills including: a high standard of written English (spelling, punctuation and grammar); the ability to proof read and edit reports; a professional  and friendly telephone manner

    Meticulous attention to detail

    Excellent team working skills – locally and across other, geographically wide-spread offices

    Experience in delivering high quality customer service and demonstrating commercial awareness

    A proactive approach to problem solving and using own initiative when under pressure

    Advanced skills in:

    •             Microsoft Word – formatting, track changes, mail merges

    •             Microsoft Excel – conditional formatting, formulae, macros

    •             Databases – use of company-wide content management system, recording, exporting and analysing data

    •             Microsoft Outlook – email, calendar, people

    Flexible approach to workload with the ability to prioritise and manage own time and deadlines

    Confident in dealing with clients and colleagues at all levels of an organisation and managing conflicting pressures

    Ability to work independently

    Willing and able to learn new skills and software packages when required

    Professionally presented



    Knowledge of accountancy profession

    Good geographical awareness of the UK, specifically London and the South East

    Experience of working to budgets

    Grade ‘C’ or above in Maths & English GCSE or equivalent

    Experience of data inputting

    Full UK driving licence & willingness to travel locally and occasionally to London

    Experience of providing support to colleagues located in a different region




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