Personal Assistant

• Grade 12
• Secretarial Diploma OR 5 years’ proven secretarial experience
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Experience with GreatSoft (advantageous)

• Excellent communication and interpersonal skills
• Advanced typing and document preparation skills
• Strong organizational and diary management abilities
• Professional client service and telephone etiquette
• High level of accuracy and attention to detail
• Ability to manage competing priorities effectively
• Confidentiality and discretion at all times
• Basic accounting knowledge (advantageous)

• Manage directors’ diaries, emails, incoming/outgoing correspondence
• Draft, type, and format client correspondence, invoices, credit notes, and statements
• Handle debtors’ reconciliations and maintain updated debtor age analysis
• Filing and document management on CDM
• Manage client queries (telephonic and in-person)
• Prepare and issue EME certificates, minutes, resolutions, and compliance documents
• Maintain client databases and financial trackers
• Follow up on outstanding signed documentation (engagement letters, tax returns, financials)
• Prepare quotes, valuations (when required), and various onboarding documents for new clients
• Support with trust administration and financial statement management
• Ensure compliance with firm’s System of Quality Management (SOQM), policies, and professional codes of conduct

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