Personal Assistant
- Port Elizabeth, Eastern Cape
- R18,500-21,500 per month
- Permanent
- Full-time
- Grade 12
- Secretarial Diploma OR 5 years of secretarial experience
- Microsoft Office (advanced level)
- GreatSoft (advantageous)
- 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
- Management of incoming and outgoing mail and email
- Electronic diary management
- Typing of client correspondence
- Typing of invoices and credit notes
- Sending statements
- Debtor's recons
- Keep debtor’s age analysis up to date with payments and follow up with clients
- Deal with clients’ telephonic and personal queries
- 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)
- Follow up on outstanding signed documentation (engagement letters, tax returns and financials)
- Update Directors locking lists
- Maintain the Director’s timesheets
- Preparation of various documents for new clients
- Assist the Directors with valuations when necessary
- Preparation of quotations
- Typing of financials when needed
- Maintain the “financials tracker/income tax return” spreadsheet
- Update PA register for all incoming signed financials
- Update AUP (agreed upon procedures) locking register