Administrative Support

As a successful consultant or investor you need to be free to concentrate on what it is you do best, knowing that you have a committed and experienced ‘right hand’ person to look after your administrative and business management needs.

Providing that ongoing, collaborative relationship is where I specialise and where I believe the real value of my support lies.

 

Typical monthly support packages might include

  • Agenda preparation, minute taking and action monitoring
     
  • Client support (dealing with queries, follow up calls, appointments etc)
     
  • Coordination of client invoicing
     
  • Coordination of client and consultant contracts
     
  • Creation and maintenance of required logs (eg. bribery and CPD)
     
  • Digital transcription
     
  • Document preparation and formatting
     
  • Electronic and physical filing systems
     
  • Expenses management
     
  • Identifying and liaising with key third party suppliers (eg. accountants, compliance, IT, HR and health and safety advisers, PR agencies, shareholder analysis firms etc)
     
  • Implementing standard operating processes and procedures
     
  • Liaising with Advisory Boards, NEDs and similar
     
  • Organising meetings
     
  • Processing incoming invoices
     
  • Proofreading and providing feedback on client reports
     
  • Providing a UK based presence for overseas firms expanding into the UK
     
  • Research projects (eg. prospect lists, market trends, competitor reviews)
     
  • Setting up pro formas (eg. client report formats, presentation standards etc)
     
  • Spreadsheet creation/maintenance
     
  • Travel booking and itineraries
     
  • Updates to documentation given regulatory or other changes

 

What my clients say

Alexandra Noble - Director, City Noble Limited
"I've worked with Stephanie for a number of years, most recently at City Noble, the investment and governance advisory firm I cofounded. Stephanie acts as our Business Manager and is smart, switched on, thinks around issues and has generally considered the angles and dealt with tasks before you need to ask. She has a broad range of skills which are ideally suited to small consultancy firms - not only does she know the consultancy and investment sector very well she can switch easily between project management, business development and administration. She is adept at dealing with colleagues, clients and suppliers and combines discretion and diplomacy with an upbeat can-do attitude."

James Meenan - CEO, JNM Investment Governance
“Stephanie has provided very valuable support using her knowledge of her sector to assemble detailed market information both promptly and in a most practical format.”

Christopher Miller - CEO, Investment Quotient
“I worked with Stephanie as a colleague at Allenbridge and then hired her to act as shadow company secretary with one of my directorships. Stephanie is methodical, tolerant, patient and above all excellent at what she does. She is certainly over-qualified, and that is what is needed for top class work.”

Odi Lahav - CEO, Allenbridge Investment Solutions
"I have had the pleasure of working with Stephanie for a little over two years, and I can say that in that time she has proven herself to be one of the best business support people that I have ever worked with. She is highly organised, hard-working, professional, reliable and efficient. She understands the business and is also proactive in solving problems, and during the time we have worked together she has shown very good judgement in my opinion. Stephanie also has very strong interpersonal skills and is a pleasure to work with in a team environment. There are very few people that I have come across that I could recommend more highly in their chosen professions and who perform their job to such a high standard. Stephanie is exceptional."
 

Next steps

To learn more about how I can support you, please contact me today to organise your complimentary, no-obligation consultation.

Social Media