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    • About Me
    • Services
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    • Contact Me
    • Linked In
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  • Home
  • About Me
  • Services
  • Prices
  • Contact Me
  • Linked In
  • Facebook

General Administrative Support

Inbox and diary management

Managing your emails and calendar to keep communications organised and appointments on track. 

Email drafting and correspondence handling

 Composing, reviewing and sending professional emails and correspondence on your behalf. 

Document formatting and preparation

 Creating and formatting documents to a professional standard for clarity and consistency. 

Data entry and spreadsheet updates

 Accurate input and maintenance of data, spreadsheets and records to support reporting and analysis. 

Filing, document organisation, and digital archive management

 Organising digital documents into accessible systems and maintaining clear archives. 

Creating structured digital filing systems

 Designing logical digital filing systems to improve efficiency, accessibility and information management. 

Task management and workflow organisation

 Coordinating tasks, priorities and workflows to ensure deadlines are met and operations run smoothly. 


Project & Task Support

Project organisation and tracking

 Keeping projects structured and on track with clear timelines and progress updates. 

Meeting preparation, agendas and minutes

 Preparing agendas, supporting meetings, and producing accurate minutes for follow up. 

Coordination with third parties or suppliers

 Liaising with external contacts to ensure smooth communication and timely delivery. 

Task prioritisation and progress monitoring

 Helping prioritise workloads and monitoring progress to ensure key deadlines are met. 

Presentation and Report Preparation

 Designing, formatting and laying out reports or presentations to a professional standard for clarity and impact. 


Property Focused - Portfolio Management & Administration

Agreement Summaries and Key Date Trackers

Preparation of clear agreement summaries and trackers highlighting key terms, break options, rent reviews and critical dates. 

External Surveyor Coordination

Sourcing and coordinating specialist surveyors where required, including arranging EPC assessments, building surveys and other professional property inspections. 

EPC Certificate Data Reports

 Compilation of EPC certificate data including ratings and expiry dates, delivered as clear reports for one off analysis or ongoing compliance monitoring. 

Business Rates Liability Reports

 Preparation of straightforward reports outlining current business rates liabilities, rateable values and applicable reliefs for individual properties or portfolios. 

Data clean up and portfolio audits

Organisation and presentation of property related data into structured reports or trackers to support efficient portfolio management. 

Arrears Monitoring, Payment Chasing & Structured Following Up

 

Monitoring accounts for overdue payments, issuing payment chasers, escalating where required, and identifying when interest may be applied under agreement terms.

Inbox Management

Organisation and management of business inboxes including email sorting, forwarding on, prioritisation and filing to keep communications clear and manageable. 

Template generation for Memorandums, Heads of Terms and Risk Assessments

Professional formatting and preparation of reports, documents and schedules to ensure clear and consistent presentation. 

Budget forecasting for portfolios such as income and expenditure

Preparation of income and expenditure forecasts for property portfolios, built from agreement terms to support budgeting and financial planning. 

Property Document Organisation

Organisation and structuring of property documents and digital filing systems to improve accessibility and efficiency. This can be done via Microsoft Sharepoint and One Drive. 

Site Visit Coordination

 Arranging and coordinating site visits including scheduling, diary management, location details, site contacts and any required access or PPE information. 


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