Confidential PA support for investment & financial banking.
Discreet, senior-level executive assistance for fund managers, private bankers, and financial services leaders. We manage the detail with total confidentiality, so you can stay focused on your clients and your deals.
Corporate PA support built for financial services.
Diary & Schedule Management
Complex, multi-timezone diary management across calls, meetings, and deal deadlines. Proactive scheduling that keeps your day — and your deals — moving.
Board & Meeting Support
Coordinating board packs, meeting logistics, minute-taking arrangements, and follow-up actions for investment committees and client meetings.
Confidential Correspondence
Discreet handling of sensitive client, investor, and internal correspondence — professional, accurate, and always confidential.
Travel & Roadshow Coordination
Complex international travel arrangements, investor roadshows, and conference logistics, planned to the finest detail.
Compliance & Documentation
Coordinating KYC/AML paperwork, NDAs, due diligence documents, and regulatory filing deadlines.
Client & Investor Relations
Professional handling of enquiries from clients, investors, and stakeholders — always representing your firm with polish and discretion.
Expenses & Invoicing
Expense management, invoice processing, and accounts admin, kept accurate and up to date.
CRM & Database Management
Keeping your client and deal CRM current — new contacts, status changes, notes, and timely follow-ups.
Ready to reclaim your time?
Book a complimentary consultation and let's discuss how Office Boss can support your team with discreet, senior-level PA support.
Book a Consultation