Personal Assistant – Administrative Support for Professional Services

About the role

Carpenter Box is seeking a proactive Personal Assistant to support its partners and clients. The role involves a mix of client-facing and back‑office tasks, ensuring smooth day‑to‑day operations within a professional services environment.

Key responsibilities

• Act as the first point of contact for clients, prospective clients and professional contacts.
• Support partners in managing busy client portfolios and coordinating priorities.
• Manage diaries, arrange meetings and provide general administrative assistance.
• Assist with new client onboarding, including anti‑money‑laundering checks and documentation.
• Prepare fee notes and support client billing processes.
• Liaise with Companies House and HMRC on behalf of clients, filing confirmation statements and maintaining statutory records.
• Handle company secretarial duties such as dividend documentation, share transfers and related filings.
• Complete client forms, tender documents and maintain information on client portals.
• Collaborate with the wider administration team to foster a supportive working environment.

Required profile

• Organised, proactive and able to juggle multiple tasks.
• Friendly, approachable and confident in building relationships.
• Strong communicator with excellent attention to detail.
• Trustworthy when handling confidential information.
• Comfortable working independently and as part of a team.
• Positive, adaptable and willing to take initiative.

Required skills