Personal Assistant (PA)

SUMMARY:
-

POSITION INFO:

Personal Assistant (PA)

Our client, a well-established accounting firm, is looking for a Personal Assistant to provide dedicated support to four directors, to join their team

Location: Port Elizabeth/ Gqeberha

Job type: On-site

Duties and Responsibilities

• Management of incoming and outgoing mail & email
• Electronic diary management
• Typing of client correspondence
• Typing of invoices
• Typing of credit notes
• Sending statements
• Debtor’s recons
• Keeping debtor's age analysis up to date with payments and following up with clients
• Filing of documents on CDM
• Dealing with clients' telephonic and personal queries
• EME certificates
• Maintaining client database
• Financial Statements - printing of financial statements, sending to clients for signature, sending signed copies for their records, and preparing minutes and resolutions (trusts).
• Following up on outstanding signed documentation (engagement letters, tax returns & financials)
• Updating directors locking lists.
• Maintaining the director's timesheets
• Trust Work
• Preparation of various documents for new clients
• Assist the directors with valuations when necessary
• Preparation of quotes
• Typing of financials when needed
• Maintaining the “financials tracker/income tax return” spreadsheet
• Update PA register for all incoming signed financials
• Update AUP (agreed upon procedures) locking register

Minimum Requirements

• Grade 12
• Secretarial diploma advantageous
• 5 years of secretarial experience
• Microsoft Office (advanced level)
• GreatSoft (advantageous)
• Basic accounting knowledge

Skills Required

• Communication skills
• Interpersonal skills
• Advanced typing skills
• Organizational skills
• Client service skills
• Telephone skills

Should meet the above criteria, we invite you to apply directly to the advertisement. Should you not hear back from us within 2 weeks of application, kindly consider your application as unsuccessful