Personal Assistant (4 Directors), Gqeberha

Applicants are required to meet the following criteria: Grade 12 with Secretarial diploma and/or 5 years related secretarial experience Advanced level of MS Office (Excel in particular) with Greatsoft experience advantageous Able to work under pressure and prioritize workload Basic accounting knowledge The s uccessful applicant would be responsible for, but not limited to: Management of incoming and outgoing mail & email Electronic diary management Typing of client correspondence, invoices, credit notes and quotes Sending statements and doing debtors 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 and handle trust Work Preparation of various documents for new clients Assist the directors with valuations when necessary Compliance with the firms System of Quality Management (SOQM), policies and procedures Compliance with the firms Employee Code of Conduct, which consists of the firms HR policies, SAICA, IRBA, and IESBA Codes 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 Sal ary: Market related

Location: Port Elizabeth, ZA

Posted Date: 8/22/2025