Job Description

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.

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