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P is an incredibly confident, well-spoken and professional individual who has a wealth of financial administration experience and great longevity
She started her career (2016-2019) in finance administration as a senior receptionist for Westpac Banking Corporation where she provided all administration support to the Europe and USA COO, including managing accounts, drafting documents and front desk operations. She left this role as it made her want to pursue being a personal assistant
Between 2019-2022, P was as a personal/executive assistant for Cairn Capital. Within this role, P reported to the founder and 4 other directors, organising their diaries, travel arrangements, scheduling meetings and events. She also utilised CRM and project management tools to enhance business development proficiency.
In 2022, the company merged with another small fund and she took this opportunity (2022-present) to try something different as her role had become stagnant since COVID as the directors were not travelling as often. Her role as Investor Relations Analyst included data analysis for the sales team, organising events (such as AGM), rebranding projects, document management and juggling multiple deadlines
P is looking for a new role as she thoroughly enjoyed being a personal assistant and wishes to return to that role and is particularly interested in the family office world. Her experience, along with her Quest Diploma, make her a brilliant candidate
