Personal Assistant

SUMMARY:
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POSITION INFO:

Personal Assistant

National Accounting Firm in Port Elizabeth is looking for an experienced Personal Assistant for their Directors

Requirements:

• Must have at least 5 years Personal Assistant experience
• Secretarial Diploma is advantageous

Required Computer Packages

• Microsoft Office (advanced level)
• GreatSoft (advantageous)

Skills required:

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

Competencies:

• Computer literacy
• Confidentiality
• Ability to prioritize and manage workload
• Accuracy and attention to detail
• Basic accounting knowledge

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
• 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