Unity AdvisoryUnity Advisory is a pure-play, experience-led CFO advisory firm providing integrated finance, commercial, tax and deals support
We are free from audit conflicts and AI-enabled by design, combining deep technical expertise with automation, analytics and AI built into the delivery of every engagement.
We are building an alternative to traditional advisory firms, focused on clarity over complexity, outcomes over hours, and practical advice delivered at pace for CFOs making high-consequence decisions.
The RoleThis is an office-based role providing hands-on coordination across day-to-day operations and partner recruitment processes, keeping information accurate, stakeholders supported, and business administration running smoothly.
The role also acts as back-up Executive Assistant support when required.
Responsabilidades
• Provide office management support – supplies, ordering, general office coordination, handling enquiries.• Provide ad hoc Executive Assistant cover when required – scheduling, travel bookings, and administrative support.• Support KYC administration and related process tasks.• Issue and file confidential documentation via DocuSign; use Wordsmith to generate and send NDAs.• Support invoicing and expenses in Dynamics 365 (including scheduling board support and timesheets).• Maintain HubSpot hygiene (adding contacts, logging meetings and notes) as needed.• Provide additional operational administration and procurement support as required.• Coordinate partner recruitment activity, maintain candidate pipelines, and keep records up to date in Ashby (ATS).• Schedule partner interviews and meetings, manage diaries, and support end-to-end partner recruitment coordination, preparing interview and meeting packs (background research, partner candidate summaries) and proactively chasing progress through stages.• Support onboarding logistics for new partner starters (access, comms, and key recurring meetings).• Review Payhawk expenses for completenes...