Job Description
You will also be providing ad-hoc PA support to other Directors/Managers when required, as well as providing reception support.
RESPONSIBILITIES TO INCLUDE:-
- Generating letters and documents
- Sorting Director’s post, putting into action specific items as necessary
- Generating monthly invoices and keeping a record of invoices sent to clients
- Setting up new clients, amending details accordingly and uploading the Statutory Books to First Order if required
- Dealing with clients’ accounts, sending for signature and finishing the process once returned
- Formation of new companies through an external consultant as and when required
- Confirmation Statements : generating a summary of information and invoice, sending to client for signature and upon return filing electronically with Companies House
- Office facilities for clients – scanning, e-mailing post, posting cheques, forwarding correspondence as necessary
- General administration – Letters of Engagement, bank audit letters, follow-up letters, contacting clients for records, photocopying, filing, scanning, archiving
- Meeting clients in a polite and friendly manner and dealing with their requests
- Making clients feel comfortable and offering refreshments
- Answering incoming calls in a timely and pleasant manner and dealing with them accordingly, taking clear and accurate messages if required
- Opening post on a daily basis, scanning and distributing to the relevant person
- Franking outgoing post and completing necessary documentation for Special Deliveries etc.
- Organizing couriers when needed
- Organizing working lunches when needed
- Keeping the kitchen clean and tidy and ensuring supplies are available at all times, i.e. milk, orange juice etc.
- Ensuring the meeting rooms are clean and tidy for each client meeting, including a stock of pens/pads
- Overseeing office maintenance(when necessary)
- Maintaining a stock of marketing folders/leaflets in the display stand
- Dealing with clients both in person and on the telephone and directing them appropriately