PA to Director(s) GQ/PE

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

Job summary

Jackie Cory Recruitment in Gqeberha seeks a diligent admin professional to support client accounting, diary management, and correspondence. The role involves handling mail and emails, preparing quotes, and maintaining client databases.

You will assist with debtor reconciliations, liaising with clients, and processing financial documents such as invoices and tax returns, while ensuring accurate records and timely deliveries for trusts and other engagements.

Responsibilities

• management of incoming and outgoing mail & emails
• Electronic diary management. Typing of client correspondence, financials, invoices and credit notes
• Debtor’s reconciliations and keeping debtor's age analysis up to date with payments & 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

Key Responsibilities

• management of incoming and outgoing mail & emails

• Electronic diary management. Typing of client correspondence, financials, invoices and credit notes

• Debtor’s reconciliations and keeping debtor's age analysis up to date with payments & 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