Personal Assistant to 2 Directors

Reference: PE003808-CF-1

Our client in Financial Services industry is seeking to employ a Personal Assistant to 2 Directors to join their team based in Port Elizabeth.

Exciting Opportunity: Join a dynamic and forward-thinking team where your skills will make an immediate impact and your career can thrive. Duties & Responsibilities

Requirements

• Grade 12 / Matric.

• Secretarial diploma or relevant degree.

• 5 years of secretarial experience.

• Microsoft Office (advanced level)

• GreatSoft (advantageous)

• Basic accounting knowledge.

Responsibilities but not limited to

• Management of incoming and outgoing mail and email.

• Electronic diary management.

• Typing of client correspondence.

• Typing of invoices.

• Typing of credit notes.

• Sending statements.

• Debtor’s 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 and 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.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful. Package & Remuneration

Monthly