Our client, an award winning Chartered Accountancy is looking for a PA to join the team.
The role is to provide comprehensive administration support to one or more Partners. Liaise with clients and the wider team, to support the Partners in delivering an outstanding service.
Full diary management.
Produce a comprehensive suite of documents at the direction of the Partner or Practice Manager, accurately and to a high
To be the first point of contact for those requiring the Partner including clients and colleagues.
Proofreading documents as required.
To be the prime contact in managing and maintaining the update of client records in CCH and various other databases.
To provide a comprehensive telephony service. All messages are to be forwarded to the Partner in a timely manner and dealt with
Clients are to be contacted at the request of the Partner promptly.
Accurate completion of timesheets, recording the allocation of your time, to enable billing as appropriate. Timesheets are to be completed within the timescales as set out by the organisation.
AML requirements are to be followed accurately and promptly in collaboration with all stakeholders, ensuring that company procedures are adhered to strictly.
Be responsible for ensuring that any issues or anomalies regarding AML are communicated to Partners and the Practice Manager
Provide cover across the PA team during periods of absence.
The ability to manage time effectively.
Excellent use of IT including Word, Excel, PowerPoint, Outlook and ideally audit and accounts packages (CCH).
Enthusiastic and flexible approach to work.
Excellent telephone manner.
Good communication skills and a professional manner with people at all levels.
To meet deadlines set, with attention to quality and detail, demonstrating excellent presentation.
To work professionally and discreetly.
Good standard of audio and touch typing.
The ability to work well as part of a team.
Confident when speaking and working with clients.
Excellent written and verbal communication skills.
Strong organisational skills.
Able to maintain confidentiality.
Minimum of four years’ work experience with clients and a group of Partners as a PA, Secretary or EA.
Monday - Friday