Personal Assistant (4 Directors), Gqeberha

Sheldon Recruitment

  • Port Elizabeth, Eastern Cape
  • Permanent
  • Full-time
  • 14 days ago
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.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
The successful applicant would be responsible for, but not limited to:
  • 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
Salary: Market relatedTo apply email detailed CV and all supporting documentation through toIf you have not received a response within 7 working days, please consider your application unsuccessful

Sheldon Recruitment