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About the Role:
We are partnering with a well-established and forward-thinking accountancy practice that provides a full range of services to individuals, sole traders, partnerships, and limited companies. Known for their commitment to excellent client service and long-term relationships, this growing firm is now looking to hire a proactive and organised Administrator to support their day-to-day operations and internal processes.
Key Responsibilities:
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Provide administrative support to partners, accountants, and the wider team
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Manage incoming calls, emails, and correspondence professionally and efficiently
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Maintain and update client records with accuracy and confidentiality
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Handle document preparation, scanning, filing, and archiving (both digital and physical)
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Support client onboarding, including AML checks and collecting KYC documentation
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Assist with diary management, meeting scheduling, and appointment coordination
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Liaise with clients on document submissions and deadline reminders
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Track key deadlines for tax returns, Companies House filings, and submissions
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Draft letters, invoices, and engagement letters using established templates
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Order office supplies and liaise with service providers
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Perform general administrative tasks to ensure a compliant and efficient office environment
Requirements:
Essential:
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Prior experience in an administrative role, ideally within accountancy or professional services
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Excellent organisational skills and attention to detail
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Strong communication skills—both written and verbal
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Proficiency with Microsoft Office (Word, Excel, Outlook)
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Ability to manage workload, prioritise tasks, and meet deadlines
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Professional and discreet when handling confidential information
Desirable:
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Experience using accountancy or CRM software (e.g., Xero, Iris, CCH)
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Familiarity with AML and KYC compliance during client onboarding
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Previous experience in a client-facing role
