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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:
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Provide administrative support to the partners, accountants, and wider team
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Manage incoming calls, emails, and correspondence professionally and efficiently
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Maintain and update client records, ensuring accuracy and confidentiality
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Handle document preparation, scanning, filing, and archiving (digital and physical)
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Support with onboarding of new clients including anti-money laundering (AML) checks and gathering KYC documentation
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Assist with diary management, meeting scheduling, and appointment reminders
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Liaise with clients regarding document submissions and deadlines
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Monitor deadlines for tax returns, Companies House filings, and client submissions
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Prepare letters, invoices, and engagement letters using practice templates
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Order office supplies and manage relationships with service providers
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General office duties to support a smooth-running and compliant practice
Requirements:
Essential:
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Previous experience in an administrative role, ideally in a professional services or accountancy environment
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Strong organisational skills and attention to detail
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Excellent communication skills, both written and verbal
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Competency with Microsoft Office Suite (Word, Excel, Outlook)
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Ability to prioritise workload and meet deadlines
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Discreet and professional with confidential information
Desirable:
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Experience using accountancy or CRM software (e.g. Xero, Iris, CCH, or similar)
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Familiarity with client onboarding processes and AML compliance
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Experience in a client-facing environment
