Executive Assistant to Director | Finance & Trusts Support

Jackie Cory Recruitment; Oos-Kaap; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Jackie Cory Recruitment seeks an organized administrator to support fee earners with day-to-day office tasks in the Eastern Cape. You will manage incoming and outgoing mail and emails, handle electronic diary management and prepare client correspondence, financials, invoices and credit notes.

You will maintain client databases, timesheets and spreadsheets, assist with preparing financial statements for clients, and help ensure compliance through valuations and trust work support.

Responsibilities

• Management of incoming and outgoing mail and emails.
• Electronic diary management; typing client correspondence, financials, invoices and credit notes.
• Debtor’s reconciliations and keeping debtor's age analysis up to date with payments and following up with clients.
• Preparation of quotes; following up on outstanding signed documentation (engagement letters, tax returns & financials)
• Maintaining client database; maintaining timesheets, registers and various spreadsheets.
• Financial statements - printing of financial statements, sending to clients for signature, sending signed copies for their records and preparing minutes and resolutions (trusts).
• Compliance. Valuations and handling trust work.

Job description

Jackie Cory Recruitment seeks an organized administrator to support fee earners with day-to-day office tasks in the Eastern Cape. You will manage incoming and outgoing mail and emails, handle electronic diary management and prepare client correspondence, financials, invoices and credit notes.

You will maintain client databases, timesheets and spreadsheets, assist with preparing financial statements for clients, and help ensure compliance through valuations and trust work support.