Personal Assistant

• Personal
  Assistant duties for 2 Directors
  
• Management
  of incoming and outgoing mail & email
  
• Electronic
  diary management
  
• Typing of
  client correspondence, invoices and credit notes
  
• Sending
  statements
  
• Debtor’s
  reconciliations
  
• 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
  

Requirements

• Grade
  12
  
• Secretarial
  Diploma or minimum 5 years Secretarial experience
  
• Experience
  gained in a accounting firm will be an advantage
  
• Proficiency
  in MS Office (advanced)
  
• GreatSoft
  experience will be an advantage
  
• Ability to prioritize and manage workload
  
• Accuracy and attention to detail
  
• Basic accounting knowledge