Personal Assistant

On Line Personnel; Gqeberha; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A recruitment agency is seeking a Personal Assistant in Gqeberha. Candidates should have Grade 12, secretarial skills, and advanced Microsoft Office knowledge. Responsibilities include managing communications, diary management, typing, and maintaining client records. Salary ranges from R18 500 to R21 500 per month based on experience.

Responsibilities

• Management of incoming and outgoing mail and email.
• Electronic diary management.
• Typing of client correspondence.
• Typing of invoices and credit notes.
• Sending statements.
• Debtor’s recons.
• Keep debtor’s age analysis up to date.
• Deal with clients’ queries.
• Maintaining client database.
• Printing and sending financial statements.
• Follow up on outstanding signed documentation.
• Maintain the Director’s timesheets.
• Preparation of documents for new clients.
• Assist with valuations.
• Preparation of quotations.
• Maintain financials tracker spreadsheet.

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

Education

Grade 12

Secretarial Diploma OR 5 years of secretarial experience

Tools

Microsoft Office (advanced level)

GreatSoft

Job description

Personal Assistant position available in Port Elizabeth.

Minimum Requirements:

Qualifications:

• Grade 12
• Secretarial Diploma OR 5 years of secretarial experience

Required computer packages:

• Microsoft Office (advanced level)
• GreatSoft (advantageous)

Skills Required:

• 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

Key Performance Areas:

• Management of incoming and outgoing mail and email
• Electronic diary management
• Typing of client correspondence
• Typing of invoices and credit notes
• Sending statements
• Debtor’s recons
• Keep debtor’s age analysis up to date with payments and follow up with clients
• Deal with clients’ telephonic and personal queries
• 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)
• Follow up on outstanding signed documentation (engagement letters, tax returns and financials)
• Update Directors locking lists
• Maintain the Director’s timesheets
• Preparation of various documents for new clients
• Assist the Directors with valuations when necessary
• Preparation of quotations
• Typing of financials when needed
• Maintain the “financials tracker/income tax return” spreadsheet
• Update PA register for all incoming signed financials
• Update AUP (agreed upon procedures) locking register

Salary: R18 500 to R21 500 per month CTC commensurate with qualification and experience.