Accounting Assistant (Personal Assistant)

SUMMARY:
Personal Assistant with Accounting Background
**SAGE**

POSITION INFO:
Essential Experience:

• 3+ years in an administrative or accounting support role
• SAGE 200 Evolution
• Familiarity with spreadsheets and financial documentation
• Fast-paced Environment background

• Assist with day-to-day financial transactions including data entry, invoice processing, and reconciliations.
• Maintain accurate financial records and filing systems (digital and physical).
• Monitor accounts payable and receivable and follow up on outstanding payments.
• Manage the diary, appointments, and correspondence of the Finance Manager.
• Organize meetings, take minutes, and prepare reports or presentations.
• Liaise with clients, suppliers, and internal departments regarding financial matters.
• Support with payroll preparation and employee expense claims.
• Assist in preparing financial reports, spreadsheets, and basic analysis.
• Handle confidential information with discretion and professionalism.

• High school diploma or equivalent (required)
• Certificate or diploma in Accounting, Bookkeeping, or Office Administration (preferred)

• Strong organizational and time-management skills
• Good understanding of basic accounting principles
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Discretion when dealing with confidential matters
• Proficiency in Microsoft Office, especially Excel and Outlook