High Net Worth Individual (HNWI)Personal Assistant
Jan. 2021 - Jun. 2025NairobiIn my role as Personal Assistant to a High Net Worth Individual, I was entrusted with a wide range of administrative and financial responsibilities, ensuring seamless day-to-day operations for the client. I managed personal finances, including tax filings and utility payments, while also overseeing critical investment portfolios to ensure timely returns. One of my standout achievements was securing GBP 50,000 from the disposal of LSE-listed shares, managing complex communication and compliance processes between leading banks and insurance companies in the UK. Additionally, I successfully repatriated USD 17,000 in insurance encashment within six months, a sum that had remained unpaid for a decade. I implemented policies and procedures to ensure legal compliance across tax, immigration, labour, and land administration, and managed household staff and contractors, ensuring smooth operations and resolving any disputes. My attention to detail in managing contracts and monitoring household expenditures further contributed to a high level of client satisfaction. πππ² πππ‘π’ππ―ππ¦ππ§ππ¬ 1. Financial Management Excellence: Repatriated USD 17,000 in unpaid insurance encashment within six months, ensuring financial restitution for the client after a decade-long delay. 2. Investment Success: Successfully facilitated the disposal of LSE-listed shares, securing GBP 50,000 in proceeds by managing correspondence and compliance with leading financial institutions. 3. Tax & Compliance Oversight: Filed annual tax returns, ensured compliance with tax laws, and implemented processes to adhere to immigration and labour regulations, safeguarding the client from legal issues. 4. Efficient Household Management: Oversaw household staff, tracked leave schedules and contracts, and acted as a mediator to ensure harmonious relationships and smooth home operations.