Personal Assistant
Sopher + Co
- Borehamwood, Hertfordshire
- Permanent
- Full-time
- Processing correspondence, ensuring that incoming correspondence is dealt with on Tax Directors behalf, or as appropriate.
- Completing IHT and Probate forms.
- Responsibility for new client set up files and updating of CCH.
- Preparing and keeping contact lists up to date.
- Receiving and dealing with telephone calls professionally, re-directing or taking messages and using initiative to deal with queries.
- Extensive diary management, assessing priority of appointments and reallocation as necessary.
- Arranging meeting and travel logistics as and when required.
- Maintain client confidentiality at all times in accordance with Sopher + Co LLP Policies and Procedures.
- Diary and email management
- Basic HMRC form filling
- Drafting of email replies
- Preparing expenses sheets and timesheets as necessary
- Ensuring all client correspondence is filed and up to date on the relevant systems, sending engagement letters and dealing with money laundering requirements
- Any other duties as requested, including ad hoc tasks
- Previous experience as a PA/EA, ideally within Practice or a Professional Services organisation
- Strong knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint and Outlook
- Excellent typing skills
- Proactive, robust and self-motivated, with a drive for ideas, suggestions and improvements
- Ability to manage own workload
- Excellent time management skills and the ability to prioritise work
- Attention to detail and problem-solving skills
- Excellent written and verbal communication skills
- Strong organisational skills with the ability to multi-task