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
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