Job Ref: 215668419

Date: 2022-02-07 16:59:20

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Our client an accountancy firm based in Beaconsfield is looking for a Personal Assistant 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.

Key Responsibilities:

* Full diary management.

* Produce a comprehensive suite of documents at the direction of the Partner or Practice Manager, accurately and to a high standard.

* 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 efficiently.

* 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 promptly.

* Provide cover across the PA team during periods of absence.

Key Skills/Experience:

* Minimum of four years’ work experience with clients and a group of Partners as a PA, Secretary or EA.

* 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

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