Technical

Complete reasonable size jobs under little/no guidance

Collate queries and discuss with client and to resolve queries

Able to research answers to most questions – discussion with others to bounce ideas – with guidance

Correspondence – all letters and general letters of advice

Cash flow and budgets

Analytical review

Knowledge of client portfolio

Identify limitations and when to seek guidance

People

Dealing with clients

Delegation and coaching

Management

Time sheets

Billings – under direction

Contribution to office publications

Maintain small portfolio of clients

Direct staff on minor tasks

Help in budgeting and planning of jobs