Personal Assistant (4 Directors), Gqeberha
- Port Elizabeth, Eastern Cape
- Permanent
- Full-time
- 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 debtors 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 firms System of Quality Management (SOQM), policies and procedures
- Compliance with the firms Employee Code of Conduct, which consists of the firms 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
JobPlacements.com