Personal Assistant
- Port Elizabeth, Eastern Cape
- Permanent
- Full-time
- Must have at least 5 years Personal Assistant experience
- Secretarial Diploma is advantageous
- Microsoft Office (advanced level)
- GreatSoft (advantageous)
- Communication skills
- Interpersonal skills
- Advanced typing skills
- Organizational skills
- Client service skills
- Telephone skills
- Computer literacy
- Confidentiality
- Ability to prioritize and manage workload
- Accuracy and attention to detail
- Basic accounting knowledge
- 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
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