Personal Assistant
Posted Updated 5
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Description
Our client is seeking an experienced Personal Assistant to join the Port ELizabeth team,
- Personal
Assistant duties for 2 Directors
- Management
of incoming and outgoing mail & email
- Electronic
diary management
- Typing of
client correspondence, invoices and credit notes
- Sending
statements
- Debtor’s
reconciliations
- 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
- Compliance with the firm’s System of Quality Management (SOQM), policies and procedures
- Compliance with
the firm’s Employee Code of Conduct, which consists of the firm’s HR policies,
SAICA, IRBA, and IESBA Codes of Conduct
- 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
Requirements
- Grade
12
- Secretarial
Diploma or minimum 5 years Secretarial experience
- Experience
gained in a accounting firm will be an advantage
- Proficiency
in MS Office (advanced)
- GreatSoft
experience will be an advantage
- Ability to prioritize and manage workload
- Accuracy and attention to detail
- Basic accounting knowledge