Personal Assistant
Job summary
A Personal Assistant (PA) with an accounting background supports an executive or manager with administrative duties while also handling basic financial and accounting tasks. This role combines office management, scheduling, and financial record-keeping to help the organisation run efficiently.
Job descriptions & requirements
Responsibilities:
- Manage the executive’s calendar, appointments, and meetings
- Handle emails, phone calls, and correspondence on behalf of the executive.
- Prepare reports, presentations, and documents.
- Organize travel arrangements, accommodation, and itineraries.
- Maintain confidential files and records
- Coordinate meetings, take minutes, and follow up on action items.
- Liaise with clients, vendors, and staff.
- Maintain financial records and documentation.
- Assist with bookkeeping tasks such as recording income and expenses.
- Prepare invoices and payment schedules
- Monitor petty cash and office expenses.
- Assist in budget preparation and tracking.
- Reconcile bank statements and financial reports.
- Support the accountant with payroll preparation and tax documentation.
- Track outstanding payments and follow up with clients or suppliers.
- Ensure office supplies and financial documents are well organized
- Maintain accounting software or spreadsheets (e.g., Excel, QuickBooks, Sage).
- Assist during financial audits or reviews by providing required documents.
Requirements:
- Degree or diploma in Accounting, Finance, Business Administration, or related field.
- Experience in administration or accounting support.
- Knowledge of basic accounting principles.
- Strong organizational and time-management skills.
- Proficiency in Microsoft Excel and accounting software.
- High level of confidentiality and professionalism.
- Good communication and multitasking abilities.
- Attention to detail and accuracy in financial records.
- Knowledge of financial reporting and bookkeeping.
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