UHNW Personal Assistant

GENERAL – HOUSEHOLD MANAGEMENT

1. Management of the houses and expenses

2. Management of all utilities e.g

3. ADT Alarm

4. Council Tax

5. Water

6. Gas

7. Wifi

8. Booking household maintenance when required, overseeing any repairs and workmen

9. Inventory management e.g. items in storage

Expense management:

1. Tracking of utility expenses

2. Tracking of household expenses e.g. repairs etc

3. Tracking of e.g. magazines, subscriptions for the HH

4. Finding areas of efficiency with benefits

RENNOVATION MANAGEMENT

1. Weekly site visits

2. Cost management, expense forecasting and reconciliation

3. Project management tracking

4. Active move and snagging of live issues

5. Chasing longtail of items e.g. delivery of sofa, kitchen items etc

6. Management of the ADT alarm

7. Management of Fire alarms

8. Co-ordination of visits from eg contractors

9. Liaison with Council

10. Review of utilities

GENERAL ADMINISTRATIVE/DIARY MANAGEMENT

1. Manage calendars and appointments, including scheduling meetings, personal events, and travel arrangements.

2. Handle correspondence, including emails, phone calls, and mail.

3. Organize and maintain files and records, both physical and digital.

4. Prepare reports, presentations, and other documents as needed.

5. Creating structures for e.g. filing and organization of all documents.

6. Manage all email inboxes

Key celebration planning:
Researching gifts
Wrapping and organising gifts
Sending gifts