ADMINISTRATIVE SERVICES

Email and diary management
 Document formatting and typing

Meeting scheduling (Virtual & Face-to-Face)

♦ Electronic filing (ex. Dropbox, Google Drive and more)

♦ CRM records maintenance and setup

 Data entry
♦ Copy typing 

Financial Services administration support

RETAINER PACKAGES

RATES &

ONLINE BOOKINGS

BESPOKE

National & International Customer/Supplier Account Management

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 Supplier Sourcing/Researching
 Customers/Suppliers email enquiry management
 Coordinate administrative support through your internal and external service providers
 Liaise with your clients and external providers to obtain information to complete tasks 

 Perform all administrative duties associated with your interdepartmental business

 Engaging with your clients & internal teams at all levels, acting as your 'gatekeeper', identifying any potential issues and addressing them 

PROJECTS &

TAILORED SERVICES

FINANCE
SERVICES