Personal Assistant (4 Directors), Gqeberha

SUMMARY:
An established accounting firm is looking for a Personal Assistant in their auditing division.  Someone with  strong organisational skills, advanced Microsoft Office, and proven ability to manage high-volume admin with accuracy, confidentiality, and client service at the core.  This is a permanent role, based in Gqeberha, Eastern Cape.

POSITION INFO:
Applicants are required to meet the following criteria:
 

• Grade 12 with Secretarial diploma and/or 5 years related secretarial experience
• Advanced level of MS Office (Excel in particular) with Greatsoft experience advantageous
• Able to work under pressure and prioritize workload
• Basic accounting knowledge

• Management of incoming and outgoing mail & email
• Electronic diary management
• Typing of client correspondence, invoices, credit notes and quotes
• Sending statements and doing 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 and handle trust Work
• Preparation of various documents for new clients
• Assist the directors with valuations when necessary
• 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