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Personal Assistant

Personal Assistant
Company:

(Confidential)



Job Function:

Administrative

Details of the offer

Duties:Sales procedure:1.??Receive order (get PO number if they have one) confirm delivery address or whether its collection.2.???enter on google sheets (to keep track of stock and outstanding deliveries)3.???make invoice on Sage with relevant pricing for customer and references and print 2 copies of delivery note.4.???scan and attach signed delivery note to invoice and email to customer.Some customers require a quote. So you would add this to the beginning of the procedure.Daily Procedure:Enter production figures Enter stock received figures Allocate customer payments to the relevant accountAnswer sales queries Plan delivery schedule for the following dayPlan production schedule for the following dayAnswer calls and emails with quotationsBalance physical cash with salesEnter cash out (expenses and purchases)Weekly procedures:Balance stock Invoice necessary cash/yoco salesMachine maintenance check if anything needs to be done.Order products based on stock levels Check bulk paper stock is balancing Order bills to material Pay overtimeMonthly procedures:Month end stock take and enter stock (make sure it balances)Age analysisSend statements to customers Check what we still owe suppliers Check what is owed to usOwed by YocoPay rent Book vehicles for service mid month and not at same time Forklift maintainance File to accountant Chase paymentsInsurance claimsExperience working on Sage is ESSENTIAL.Ability to work with Excel documents Requirements:MatricAt least 2 years P/A or Secretarial experience, working with SAGE.Microsoft Excel experienceImmediately AvailableExcellent Communication and reporting skills


Source: Executiveplacements

Job Function:

Requirements

Personal Assistant
Company:

(Confidential)



Job Function:

Administrative

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