Location: Guildford, Surrey
Contract Type: Permanent
Salary: Up to £33500.00 per annum
REF: BBBH232412_1556881295

PA - Private Client Services

£33,500 and Competitive Benefits

Top Accountancy Firm - GUILDFORD

Are you looking for a PA role where you can step up and support a Partner?

This PA role will offer you the chance to challenge your skills and develop a strong knowledge of providing legal support to Private Clients!

PA Roles and Responsibilities:

This PA will provide secretarial and administrative support to a Tax Partner and a small team of managers and associates alongside another PA and a Team Secretary. The Tax Partner provides tax advisory services to their private clients.

  • Coordinate and manage diary entries ensuring all arrangements are practical and organised efficiently. Provide materials for scheduled meetings and ensure travel is arranged.
  • If any conflicts arise, propose solutions by using your initiative and evaluation priorities.
  • Process expenses.
  • Email management.
  • Produce an excellent standard of legal documentations consistently and draft correspondence.
  • Produce bills, WIP, debt reports and update project codes accordingly using the Financial Management System (FMS).
  • Train new joiners on the billing and invoicing process and how to operate the FMS.
  • Operate the Relationship Management System (RMS) by adding fee earner's contacts, reviewing and highlighting significant information.
  • Assist the Tax Partner and team with the build-up and completion of client due diligence.

PA Required Skills:

  • Previous experience working as a PA in professional services.
  • Accuracy and efficiency.
  • Proactive, flexible and forward thinking approach.
  • Strong attentional to detail, communication, IT skills include MS Office.
  • Ability to work well in a team and mange a busy workload proficiently.