J&B Finance Ltd
Personal Assistant (Full-Time)
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Company Description
J&B Finance Ltd provides flexible accounting and finance solutions tailored to businesses at every stage of growth. The company supports start-ups and established organizations with all-inclusive services for a fixed fee, as well as ad-hoc or hourly options aligned with business potential. J&B Finance Ltd delivers a wide range of finance projects, including system implementations, finance process reviews, due diligence preparations, and financial model building. The team focuses on practical, scalable solutions that help clients improve their financial operations and support sustainable growth.
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- Diary and inbox wrangling for two partners — scheduling, rescheduling, protecting focus time
- Owning our internal admin: Drive folder structure, file naming, client data tidy-ups
- ClickUp housekeeping — task reviews, chasing what's overdue, keeping boards honest
- Meeting follow-through: notes filed, action items logged, nothing lost after the call
- Light client-facing coordination (booking calls, chasing documents)
Who we're looking for:
- Mature and unflappable. Two partners, back-to-back meetings, changing priorities. They need to be calm in it, not swept along by it.
- Genuinely proactive. Spots the mess and fixes it before being asked. We don't have time to hand out instructions.
- Organised to an almost irritating degree. Systems, naming conventions, follow-ups that actually happen.
- Comfortable with AI and tools. This is not optional — we run on ClickUp, Google Workspace, Claude, Granola and automations. We want someone who reaches for AI first and enjoys it, not someone we have to drag there.
- Discreet. They'll see client financials and internal numbers.
- Bonus: any finance/accountancy practice exposure, but attitude beats background.
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