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Port Elizabeth: Personal Assistant (PA)

Port Elizabeth: Personal Assistant (PA)

Posted on 2025-08-21 00:00:00

Job Summary

Key Duties Manage incoming and outgoing mail and email Maintain electronic diaries and schedules Typing of client correspondence, invoices, credit notes, and statements Prepare and update debtor reconciliations and age analysis; follow up with clients regarding payments File documents electronically on CDM Handle telephonic and in-person client queries in a professional manner Prepare and issue EME certificates Maintain and update the client database Financial Statements: Print financial statements and send to clients for signature Distribute signed copies for client records Prepare minutes and resolutions for trusts Follow up on outstanding signed documentation (e.g., engagement letters, tax returns, financials) Update directors locking lists and maintain directors timesheets Trust Work: preparation of various documents for new clients Assist directors with valuations as required Preparation of quotes and proposals Ensure compliance with the firms System of Quality Management (SOQM) , internal policies, and procedures Adhere to the firms Employee Code of Conduct , including SAICA, IRBA, and IESBA ethical guidelines Typing of financials when required Maintain and update the “Financials Tracker/Income Tax Return” spreadsheet Update the PA Register for all incoming signed financials Update the AUP (Agreed Upon Procedures) Locking Register Academic Qualifications Required Grade 12 (Matric) Secretarial Diploma OR Minimum 5 years of secretarial experience Required Computer Packages Microsoft Office (Advanced level compulsory) GreatSoft (advantageous) Skills, Competencies & Experience Required Skills Excellent communication and interpersonal skills Advanced typing and document preparation skills Strong organisational and time-management abilities Client service orientation Professional telephone etiquette Competencies High level of computer literacy Ability to prioritise and manage workload effectively Accuracy and attention to detail Strong sense of confidentiality Basic accounting knowledge

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Port Elizabeth: Personal Assistant (PA)

Port Elizabeth: Personal Assistant (PA)

Posted on 2025-08-21 00:00:00

Job Summary

Personal Assistant (PA) Our client, a well-established accounting firm, is looking for a Personal Assistant to provide dedicated support to four directors, to join their team Location: Port Elizabeth/ Gqeberha Job type: On-site Duties and Responsibilities Management of incoming and outgoing mail & 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 & 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 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 Minimum Requirements Grade 12 Secretarial diploma advantageous 5 years of secretarial experience Microsoft Office (advanced level) GreatSoft (advantageous) Basic accounting knowledge Skills Required Communication skills Interpersonal skills Advanced typing skills Organizational skills Client service skills Telephone skills Should meet the above criteria, we invite you to apply directly to the advertisement. Should you not hear back from us within 2 weeks of application, kindly consider your application as unsuccessful

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