Personal Assistant to 2 Directors

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.

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.
• Debtors recons.
• Keeping debtors 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 directors timesheets.
• Trust Work.
• Preparation of various documents for new clients.
• Assist the directors with valuations when necessary.
• Preparation of quotes.
• 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.

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

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1