2 of 2 Microsoft Excel Jobs in Wimbledon

coordinating logistics for travel, events, and family matters. Key Responsibilities Operations & IT Support Act as liaison between client and IT service provider Ensure timely resolution of technical issues Use Microsoft Tasks to coordinate business and personal tasks Financial & Trust Administration Manage SharePoint files across various entities Coordinate investment and trust documentation (e.g. QNUPS, offshore pensions, Investec portfolio) Track investment … visits Candidate Profile Proven experience in a PA/Administrative role, ideally supporting a private individual or HNW client Highly organised with excellent communication and multitasking skills Proficient in Microsoft Office (especially Excel, Outlook, and Tasks) Familiar with SharePoint and document management systems Discreet, trustworthy, and flexible with a proactive approach If you're looking for a More ❯

high-net-worth (HNW) environment. Key Responsibilities Operations & IT Support Act as the primary liaison between the client and IT service providers Ensure timely resolution of technical issues Use Microsoft Tasks to manage and prioritise both business and personal to-dos Financial & Trust Administration Maintain and organise SharePoint files across multiple entities Coordinate documentation for investments and trusts (e.g. … Extensive experience in a PA or administrative role, preferably supporting a private individual or HNW client Exceptional organisational and communication skills, with the ability to multitask effectively Proficient in Microsoft Office, particularly Excel, Outlook, and Tasks Familiarity with SharePoint and document management systems Discreet, trustworthy, and adaptable, with a proactive and solutions-focused mindset This is a More ❯