• Providing tailored virtual assistance and remote property management to businesses in the UK markets.

• Manage calendars, schedule appointments, and organise meetings.
• Handle email correspondence, respond to inquiries, and draft replies.
• Conduct data entry and maintain organised digital filing systems.
• Prepare and edit documents, reports, and presentations.
• Manage social media accounts, create posts, and monitor engagement.
• Coordinate travel arrangements, including booking flights, accommodations, and transportation.
• Assist with project management by tracking deadlines and progress.
• Handle customer service inquiries, providing support via phone, email, or chat.
• Process invoices, track expenses, and manage financial records.
• Create and maintain databases or spreadsheets for tracking tasks, contacts, or inventory.
• Assist with online shopping, purchasing, and order management.
• Generate reports and provide updates on task completion and project status.

Property Management

• Manage property listings and handle marketing tasks across various platforms.
• Assist with tenant communication, lease agreements, and document management.
• Coordinate maintenance requests and schedule repairs with contractors.
• Monitor rent payments, send reminders, and track financial records.
• Provide administrative support, including managing calendars, emails, and reports.

Achievements

• Successfully managed the end-to-end tenancy process for a broad portfolio of rental properties, handling onboarding, referencing, AML compliance, and documentation with precision.
  
• Streamlined the maintenance request process using platforms like PayProp and Monday.com, reducing resolution time by implementing a structured ticketing system for faster contractor allocation and follow-ups.

• Manage a portfolio of properties to maximise performance and value.
• Develop maintenance plans and oversee capital improvements.
• Maintain positive relationships with tenants and ensure lease compliance.
• Manage rent collections and address tenant inquiries and issues.
• Prepare financial reports and budgets, analysing variances and identifying opportunities for improvement. Assess investment opportunities and optimise portfolio performance.
• Identify and mitigate risks related to property operations and compliance.
• Ensure properties comply with regulations and safety standards.
• Analyse market trends and opportunities for acquisitions or dispositions.
• Develop and execute asset management strategies to enhance portfolio value.
• Serve as the primary contact for property owners, investors, and stakeholders.
• Build positive relationships with external partners and collaborate with internal teams.

• Assist senior paraplanners and financial advisors in gathering client data, including financial statements, tax returns, and investment information.
• Prepare financial planning documents such as financial analyses, retirement projections, and investment recommendations under the guidance of senior team members.
• Utilise financial planning software to input client data, run scenarios, and generate reports.
• Assist in the preparation of client meeting materials and presentations.
• Communicate with clients and third-party vendors as needed to gather information and resolve inquiries.
• Maintain accurate and organised client files and documentation in compliance with regulatory standards.
• Stay up-to-date on industry regulations and best practices related to financial planning and investment advisory services.
• Participate in team meetings and training sessions to further develop knowledge and skills in financial planning.
• Administrative support to directors: Organising travel arrangements & meetings, providing personal support as needed.
• Communicate effectively with internal and external stakeholders, including colleagues, clients, and partners, on behalf of the employer.
• Working with in-office productivity software such as Microsoft Office (Word, Excel, PowerPoint).

• Administration Infrastructure Management.
• Diary management.
• Staff supervisor.
• Preparation of weekly and monthly reports.
• Responsible for filing systems.
• Processing booking payments and issuing refunds.
• Daily correspondence management.
• Hailing customer enquiries.
• Handling customer complaints.
• Stock Control.
• Data capturing.
• Handling petty cash.

• Switch Boarding.
• Handling clients' enquiries.
• Maintenance of filing systems.
• Reconciliations of accounts.
• Monitor the use of office supplies and equipment.
• Provide secretarial support & diary management.
• Drafting of inventories.
• Preparing property valuation reports.
• Managing advertisements on various systems and online platforms.
• Monitor the use of property keys.