PA to Director(s) GQ/PE

SUMMARY:
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POSITION INFO:

Key Responsibilities

• management of incoming and outgoing mail & emails

• Electronic diary management. Typing of client correspondence, financials, invoices and credit notes

• Debtor’s reconciliations and keeping debtor's age analysis up to date with payments & following up with clients

• Preparation of quotes. Following up on outstanding signed documentation (engagement letters, tax returns & financials)

• Maintaining client database. Maintaining timesheets, registers and various spreadsheets

• Financial statements - printing of financial statements, sending to clients for signature, sending signed copies for their records and preparing minutes and resolutions (trusts).

• Compliance. Valuations and handling trust work

 

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