Personal Assistant
1 day ago
Responsibilities:
- Generate and send PDF forms periodically to clients.
- Request and collect necessary information from clients and save it to inappropriate file locations.
- Communicate effectively with accountants regarding queries and paraphrase them for review.
- Manage and respond to client queries in a timely manner, ensuring accurate information is provided.
- Track and manage query management, ensuring prompt resolution.
- Assist with workflow management, including reporting updates and ensuring tasks are completed on time.
- Compile and collate finished work, sending it for review before sending it to clients.
- Check that finalized jobs are properly invoiced.
- Maintain up-to-date records of the company and clients.
- Prepare and send out monthly statements to clients.
- Manage tax-related statements and ensure timely distribution.
Requirements:
- Proven experience as a Personal Assistant or in a similar administrative role.
- Bilingual in Chinese and English, with excellent communication skills in both languages.
- Some level of accounting/bookkeeping experience is preferred.
- Proficiency in Xero, Outlook, Excel, Word, WeChat, and Skype.
- Strong organizational and time management skills.
- Attention to detail and ability to maintain confidentiality.
- Ability to work independently and prioritize tasks effectively.
Join our team as a Personal Assistant and contribute to the smooth functioning of our operations. Apply now and become an integral part of our success
Note: Please include your updated resume and any relevant certifications or references.
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