Personal Assistant – £28K

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.