Personal Assistant

Job Description: Refine Success (Pvt. Ltd.), a Lahore-based financial services firm, seeks a proactive Personal Assistant to support senior leadership in a fast-paced advisory and capital solutions environment.

The role supports executives across investment advisory, corporate finance, and digital financial services, ensuring efficient daily operations and effective stakeholder coordination. The successful candidate will be organized, discreet, and capable of managing administrative tasks and ad-hoc project support.

• Manage executive calendars, schedule meetings, and coordinate virtual and in-person appointments with clients, partners, and internal teams.
• Prepare and edit correspondence, presentations, and reports; ensure materials are polished and delivered on time.
• Act as the first point of contact for calls and messages, triage requests, and handle confidential information with discretion.
• Organize travel arrangements, expense reports, and reimbursements; ensure accurate documentation.
• Coordinate meeting logistics, prepare agendas, take concise minutes, and follow up on action items.
• Support basic research and data-gathering tasks to assist business development and client-facing activities.

Job Specification:

• Experience: Minimum 2 years supporting senior executives, preferably in financial services or corporate environments.
• Education: Bachelor’s degree in Business Administration, Finance, Commerce, or related field, or equivalent administrative experience. Professional certification or prior PA/EA experience preferred.
• Communication: Excellent written and verbal English; professional drafting of emails, reports, and presentations.
• Technical: Proficiency with Microsoft Office (Word, Excel, PowerPoint); familiarity with Zoom, Teams, Google Workspace.
• Other: Strong organizational and time-management skills; high level of discretion handling confidential information; basic data handling and research skills; client-facing etiquette; reliable internet for remote work and availability for occasional on-site meetings in Lahore.

Job Rewards and Benefits: Communication,Leaves