Personal Assistant (2 Directors)

Email your CV to recruit@onlinepersonnel.co.za

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

• Debtor’s recons

• Keeping debtor’s 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 Director’s 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