Managing your emails and calendar to keep communications organised and appointments on track.
Composing, reviewing and sending professional emails and correspondence on your behalf.
Creating and formatting documents to a professional standard for clarity and consistency.
Accurate input and maintenance of data, spreadsheets and records to support reporting and analysis.
Organising digital documents into accessible systems and maintaining clear archives.
Designing logical digital filing systems to improve efficiency, accessibility and information management.
Coordinating tasks, priorities and workflows to ensure deadlines are met and operations run smoothly.
Keeping projects structured and on track with clear timelines and progress updates.
Preparing agendas, supporting meetings, and producing accurate minutes for follow up.
Liaising with external contacts to ensure smooth communication and timely delivery.
Helping prioritise workloads and monitoring progress to ensure key deadlines are met.
Designing, formatting and laying out reports or presentations to a professional standard for clarity and impact.
Preparation of clear agreement summaries and trackers highlighting key terms, break options, rent reviews and critical dates.
Sourcing and coordinating specialist surveyors where required, including arranging EPC assessments, building surveys and other professional property inspections.
Compilation of EPC certificate data including ratings and expiry dates, delivered as clear reports for one off analysis or ongoing compliance monitoring.
Preparation of straightforward reports outlining current business rates liabilities, rateable values and applicable reliefs for individual properties or portfolios.
Organisation and presentation of property related data into structured reports or trackers to support efficient portfolio management.
Monitoring accounts for overdue payments, issuing payment chasers, escalating where required, and identifying when interest may be applied under agreement terms.
Organisation and management of business inboxes including email sorting, forwarding on, prioritisation and filing to keep communications clear and manageable.
Professional formatting and preparation of reports, documents and schedules to ensure clear and consistent presentation.
Preparation of income and expenditure forecasts for property portfolios, built from agreement terms to support budgeting and financial planning.
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.
Arranging and coordinating site visits including scheduling, diary management, location details, site contacts and any required access or PPE information.
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