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About the Role
Provide administrative support to the Commercial team, shared support to the HEaT team, and assist the wider Planning Department. This role is crucial for delivering client services and supporting Partnership tasks.
Responsibilities
- Manage diaries, organize meetings with internal and external parties, and confirm attendance.
- Set reminders for meetings, appointments, and other important tasks.
- Organize travel arrangements and handle related matters.
- Set up and oversee team induction for new starters.
- Handle emails, correspondence, calls, and meetings, including sensitive information.
- Take meeting notes, prepare minutes, and distribute them to participants.
- Format documents such as reports, letters, bids, and proposals.
- Organize the printing of document bundles.
- Issue fee proposals and follow up with Terms of Engagement.
- Perform Know Your Client checks on new clients using Netsuite.
- Conduct conflict checks.
- Set up new projects on Netsuite.
- Process supplier invoices and application fees on Netsuite.
- Manage billings for Partners in HEaT & Commercial, monitoring budgets.
- Generate billing and timesheet reports.
- Coordinate consultant and sub-consultant invoices.
- Send invoices to clients and ensure they are filed correctly.
- Liaise with clients regarding billing inquiries.
- Maintain and update tender information, including CVs and case studies.
- Assist other Team Coordinators in the department as needed.
- Work outside normal hours when requested.
- Act as the first point of contact when team members are out of office.
- Perform any additional duties as reasonably requested.
Requirements
- Minimum of 3-day office attendance required, with 4 days in the first three months.
- Proficiency in Microsoft packages including Outlook, Word, Excel, and PowerPoint.
- Experience with Netsuite is a plus, with full training provided.
- Ability to interpret financial information confidently.
- Ability to prioritize effectively and work to tight deadlines.
- Proactive, forward-thinking, and self-motivated approach.
- Positive, enthusiastic, and creative mindset.
- Ability to build and maintain strong working relationships.
- Reliable, trustworthy, and punctual.
- Demonstrates discretion, professionalism, and tact.
- Strong team player.
Skills
- Excellent verbal and written communication skills
- Strong organizational skills
- Strong attention to detail
- Excellent IT skills
- Discretion
- Professionalism
- Tact
Location
- London
- Scotland
- Manchester
Work Type
- Office attendance required
About the Company
- Montagu Evans is an independent, market-leading property consultancy with offices in London, Scotland, and Manchester.
- The firm's work spans planning and development, property management, specialist valuations, and transactions across the UK.
- Montagu Evans fosters a collaborative and flexible environment, tailoring talent to project complexity.
- The company encourages an honest and straightforward approach, embracing individuality while emphasizing teamwork.
- Montagu Evans is committed to employee development and providing outstanding client service.
- The Planning team comprises approximately 109 people across 2 offices.
Equal Opportunity
- Montagu Evans is committed to maintaining an inclusive work environment that embraces everyone.