New Dawn PA has extensive experience of working within the finance industry. Having acquired specialist software knowledge and a skillset to offer all-encompassing support, financial and mortgage practices are in safe hands.
Protecting and progressing projects
As a key administration member of your team, New Dawn PA will work alongside you to improve productivity and support your business goals.
Project management can equate to a large proportion of the working week with time spent chasing, reporting, filing and often chasing again. Building a long-term relationship with a financial PA enables you to assign the start, middle, or end, of a project to be progressed or completed alongside regular tasks that improve processes and ease your workload.
Organise and manage projects
New Dawn PA offers trustworthy project management support to finance professionals that is process-driven and compliance focused.
- Meet compliance guidelines
- Adapt and implement efficient, secure working procedures
- Software management
- CRM management
Support services can be implemented on a long-term, short-term or ad hoc basis to ensure your practice gains the most affordable and tailored option possible.
Keeping files and documentation secure
New Dawn PA runs a safe and secure virtual office. Electronic files are stored with online security measures in place and additional encryption methods where needed. All documents are shredded securely and personal data is handled with full GDPR compliance giving you complete peace of mind that sensitive information is handled appropriately.
>> If you need help with project management, talk to New Dawn PA on 07702 210314.