Personal Assistant (2 Directors)

Job Position: Personal Assistant (2 Directors)

Ref: 5271

Location: PE/Gqeberha

Salary: Commensurate with qualification and experience

Email your CV to

Qualifications / Requirements:

• Grade 12
• Secretarial Diploma OR 5 years of Secretarial experience
• Required computer packages experience:

• Microsoft Office (advanced level)
• GreatSoft (advantageous)

Skills:

• 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

Competencies:

• Computer literacy
• Confidentiality
• Ability to prioritize and manage workload
• Accuracy and attention to detail
• Basic accounting knowledge

Key Performance Areas:

• Management of incoming and outgoing mail and email
• Electronic diary management
• Typing of client correspondence invoices and credit notes
• Sending statements
• Debtors recons
• Keeping debtors age analysis up to date with payments and following up with clients
• Filing of documents
• Dealing with clients telephonic and personal queries
• 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 and financials)
• Updating Directors locking lists
• Maintaining the Directors timesheets
• Trust Work
• Preparation of various documents for new clients
• Assist the Directors with valuations when necessary
• Preparation of quotations
• Compliance with the System of Quality Management (SOQM) policies and procedures
• Compliance with Employee Code 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

Email your CV to

Qualifications / Requirements:

• Grade 12
• Secretarial Diploma OR 5 years of Secretarial experience
• Required computer packages experience:

• Microsoft Office (advanced level)
• GreatSoft (advantageous)

Skills:

• 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

Competencies:

• Computer literacy
• Confidentiality
• Ability to prioritize and manage workload
• Accuracy and attention to detail
• Basic accounting knowledge

Key Performance Areas:

• Management of incoming and outgoing mail and email
• Electronic diary management
• Typing of client correspondence invoices and credit notes
• Sending statements
• Debtors recons
• Keeping debtors age analysis up to date with payments and following up with clients
• Filing of documents
• Dealing with clients telephonic and personal queries
• 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 and financials)
• Updating Directors locking lists
• Maintaining the Directors timesheets
• Trust Work
• Preparation of various documents for new clients
• Assist the Directors with valuations when necessary
• Preparation of quotations
• Compliance with the System of Quality Management (SOQM) policies and procedures
• Compliance with Employee Code 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: Commensurate with qualification and experience