Job Summary
Key Responsibilities
management of incoming and outgoing mail & emails
Electronic diary management. Typing of client correspondence, financials, invoices and credit notes
Debtor’s reconciliations and keeping debtor's age analysis up to date with payments & following up with clients
Preparation of quotes. Following up on outstanding signed documentation (engagement letters, tax returns & financials)
Maintaining client database. Maintaining timesheets, registers and various spreadsheets
Financial statements - printing of financial statements, sending to clients for signature, sending signed copies for their records and preparing minutes and resolutions (trusts).
Compliance. Valuations and handling trust work
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