Personal Assistant

Department: Operations

Location: Worthing

Description

At Carpenter Box, we're proud of the relationships we build – with our clients, our communities and each other. As part of the Sumer Group, we combine the strength and opportunities of a growing national business with the friendly, supportive culture of a local firm.
We're looking for a Personal Administrator to join our team and become one of the people who helps everything run smoothly behind the scenes. This is a role for someone who enjoys working with people, thrives on variety and takes pride in being the person others can rely on.


Key Responsibilities

Working closely with our Partners and wider team, you'll play a key role in supporting our clients and keeping day-to-day operations running smoothly. You'll be involved in a wide variety of tasks, including:

• Being a key point of contact for clients, prospective clients and professional contacts.
• Supporting Partners with the management of busy client portfolios and helping to coordinate priorities.
• Managing diaries, arranging meetings and providing general administrative support.
• Assisting with new client onboarding, including anti-money laundering processes and engagement documentation.
• Preparing fee notes and supporting client billing processes.
• Liaising with Companies House and HMRC on behalf of clients.
• Preparing and filing confirmation statements and maintaining statutory records.
• Assisting with company secretarial work, including dividend documentation, share transfers and related filings.
• Completing client forms, tender documents and maintaining information on client portals.
• Supporting colleagues across the wider administration team and contributing to a collaborative working environment.

No two days are quite the same, making this a great opportunity for someone who enjoys variety, responsibility and working with people.


Skills, Knowledge & Expertise

We're looking for someone who is:

• Organised, proactive and able to manage a variety of tasks.
• ideally from a professional services background
• Friendly, approachable and confident building relationships.
• A strong communicator with excellent attention to detail.
• Trustworthy and professional when handling confidential information.
• Comfortable working independently while being a supportive team player.
• Positive, adaptable and willing to get stuck in where needed.
  

Most importantly, you'll enjoy helping others, take pride in delivering a great service and want to be part of a friendly and supportive team.


Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated