About Us:
We are a well-established and forward-thinking accountancy practice providing a full range of services to individuals, sole traders, partnerships, and limited companies. Our team prides itself on delivering excellent client service and building long-term relationships.
As our practice continues to grow, we are looking for a proactive and organised Administrator to support the day-to-day operations of the office and ensure smooth internal processes.
Key Responsibilities:
* Provide administrative support to the partners, accountants, and wider team
* Manage incoming calls, emails, and correspondence professionally and efficiently
* Maintain and update client records, ensuring accuracy and confidentiality
* Handle document preparation, scanning, filing, and archiving (digital and physical)
* Support with onboarding of new clients including anti-money laundering (AML) checks and gathering KYC documentation
* Assist with diary management, meeting scheduling, and appointment reminders
* Liaise with clients regarding document submissions and deadlines
* Monitor deadlines for tax returns, Companies House filings, and client submissions
* Prepare letters, invoices, and engagement letters using practice templates
* Order office supplies and manage relationships with service providers
* General office duties to support a smooth-running and compliant practice
Requirements:
Essential:
* Previous experience in an administrative role, ideally in a professional services or accountancy environment
* Strong organisational skills and attention to detail
* Excellent communication skills, both written and verbal
* Competency with Microsoft Office Suite (Word, Excel, Outlook)
* Ability to prioritise workload and meet deadlines
* Discreet and professional with confidential information
Desirable:
* Experience using accountancy or CRM software (e.g. Xero, Iris, CCH, or similar)
* Familiarity with client onboarding processes and AML compliance
* Experience in a client-facing environment