Personal Assistant
An extremely tight knit, friendly and well established firm of Chartered Accountants in in the West End is looking to recruit a well skilled PA to provide support to their Business and Private Client Tax Partners.
They are seeking a highly organised, proactive and efficient Personal Assistant to support up to Partner level and their wider teams. This role requires exceptional communication skills, ability to prioritise workloads, a proactive approach to problem-solving, and the ability to work effectively with minimal supervision.
The successful candidate will be responsible for managing both Partner’s calendars, arranging meetings and appointments, handling correspondence, and assisting with a range of administrative tasks. They must also be confident in liaising with the wider team, drafting emails and documentation and enjoy having autonomy over their work.
A truly lovely company to work for, if you are looking for a busy PA role within a sincerely appreciative, rewarding, supportive and friendly company then get in touch today!
Based 5 days office with some flexibility, key responsibilities and tasks will include:
Diary management and booking appointments. Acting as the point of contact between the Partner and their clients and the wider team and close involvement in both Partner’s organisation, email and document management for client projects and their practice management work. Drafting reports, letters and emails, updating spreadsheets and filing paperwork. Proof reading and quality control checks. Managing the billing processes including analysing the time spent on work by the firm’s employees, understanding what work has been done in collaboration with colleagues, drafting invoices and related correspondence. Monitoring the firm’s Anti-Money Laundering spreadsheet for new and existing clients, and preparing the necessary paperwork as required. Ad-hoc personal support and accompanying administrative duties.
The successful candidate will:
Have proven work experience as a Personal Assistant in a fast-paced professional environment. High level of proficiency in Microsoft Office and English proficiency, particularly Outlook, Word, Excel and PowerPoint is required. Experience with software such as CCH, CaseWare or Virtual Cabinet is preferable. Exceptional organisational and time management skills with the ability to multitask and prioritise effectively. Strong verbal and written communication skills and the ability to build relationships with a diverse range of individuals. Professionalism and attention to detail, with a commitment to delivering high-quality work. Demonstrated ability to handle confidential information with discretion and maintain confidentiality at all times.