Personal Assistant
1 month ago
We have an exciting opportunity for a Personal Assistant (PA) to join us at our Newton Abbot office
**Purpose**
**Main Responsibilities**
- To provide admin support for your team and partner
- Answering and directing phone calls correctly
- Take and pass on messages accurately - capturing required details
- Organise Partner Away Day meetings and network meetings
- Where required attend meetings and take accurate meeting notes.
- Manage schedules and arrangements for the employer and team
- Act as a first point of contact where necessary
- You may be required to provide support to other departments or reception in the event of absence/holiday
- Set up new clients on the system and request necessary documentation
- Return client records
- Scan and upload documents to CCH
- Create bills/help with bill creation where needed.
- Monitor MISC code for WIP that can be moved as contacts convert to client.
- Check engagement letters as and when they expire.
- Proof read and prepare letters for partners approval
- Prepare basic letters from partner instruction
- Manage company secretarial matters with regard to CS01s and filing requirements
**Skills Required**:
- 5 GCSEs C (4) or Above, including English and Maths
- Intermediate level Excel and Word knowledge.
- Office management or administration/finance management experience desirable but not essential
- Knowledge of accounts production software such as CCH desirable but not essential
- Understanding how to use the Companies House website is desirable but not essential
- Ability to show initiative and work within a team.
- Ability to manage deadline and prioritise work effectively
- Ability to build good client relationships
- Excellent communication and interpersonal skills that enable you to build rapport with people at various levels
- Strong organisational skills and the ability to manage own workload in a timely manner while all the time ensuring we exceed client expectations
**Salary**: From £25,000.00 per hour
Expected hours: 37.5 per week
**Benefits**:
- Company events
Schedule:
- Monday to Friday
Application question(s):
- Do you have experience with Accounts Production software such as CCH?
**Experience**:
- Administration: 2 years (preferred)
Ability to Commute:
- Newton Abbot (required)
Work Location: In person
Application deadline: 15/03/2024
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