Personal Assistant to Partner

5 months ago

Newton Abbot, United Kingdom Axcess Employment Sw Full time

Our client, a very well-established and reputable accountancy firm in Devon have an opening for a Personal Assistant to come and join their fantastic team. A great opportunity for someone looking to further, or even begin, their career as a PA. Responsibilities may vary day-to-day but will often include, answering calls, taking meeting notes, scheduling, and making other arrangements such as travel. A great telephone and written manner are essential, being a go-to in answering and supporting client queries, potentially meeting them in certain circumstances. Support to the wider accounting team will also be required with tasks such as billing (facilitating and query follow up), company and secretarial work.

**Role & Responsibilities**

Arranging and booking in meetings for Partners/Managers.

Answering and directing phone calls, ensuring messages are accurately recorded and escalated (including new client queries).

Organise Partner Away Day meetings and network meetings.

Where required attend meetings and take accurate meeting notes

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, obtaining all necessary documentation.

Managing client records - checking in and returning

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.

Proofread and prepare letters for partners approval and upon instruction.

Manage company secretarial matters in line with CS01s and filing requirements, including pulling reports and creating spreadsheets.

**Desired Skills**

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, managing deadlines and prioritising work effectively.

Ability to build good client relationships; Excellent communication and interpersonal skills that enable you to build rapport with people at various levels.

**Benefits**

20 - 25 days holiday, plus bank holdiays

1 extra day for Christmas

An additional 0.5 days after each year in employment

Flexi-time

Medicash cash plan

Online discount shopping portal

Access to a 24hr employee helpline

Parking permit salary sacrifice

Employee referral scheme of up to £1500

Dress-down Fridays

Wellbeing team

**Job Types**: Full-time, Permanent

**Salary**: From £25,000.00 per hour

Expected hours: 38 per week

**Benefits**:

- Company events
- Company pension
- Health & wellbeing programme
- Referral programme
- Store discount

Schedule:

- Monday to Friday
- No weekends

Application question(s):

- Are you familiar with accountancy software?
- Are you familiar with the use of / navigation of Companies House?

**Experience**:

- Administrative: 2 years (required)

Ability to Commute:

- Newton Abbot, Devon (required)

Work Location: In person

Reference ID: BNPAD

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