Job Description

Job Summary

We are seeking a detail-oriented and organised Administrative Assistant to join our team. The ideal candidate will provide high-quality administrative support to the accountancy team, ensuring the smooth running of the office and assisting with client service delivery, document management, and internal processes.

General Office Administration

Answer and direct phone calls, take messages, and handle correspondence. Maintain office supplies and equipment. Organise and schedule meetings, appointments, and staff calendars. Prepare meeting rooms and manage logistics for internal and client meetings. Open Post and file digitally.

Document & File Management

Create, update, and maintain client files in both paper and digital formats. Assist with the preparation and formatting of reports, invoices, and financial documents. Handle sensitive and confidential information in accordance with data protection regulations. Preparing Engagement Letters and undertake AML checks. Ensure all Onboarding and Disengagement tasks are complete. Prepare Disengagement Letters.

Client Support

Greet and assist clients in person, via phone, and by email. Handle initial client queries and direct them to the appropriate staff member. Support onboarding of new clients by gathering necessary documentation.

Financial & Compliance Support

Assist with the preparation and sending of invoices and statements. Help monitor deadlines for tax returns, VAT submissions, and other compliance requirements. Liaise with HMRC and other third parties when needed. Submit Confirmation Statements and other documents to Companies House. Chase debtors and take payments over the phone.

Team Support

Support accountants and partners with diary management and ad hoc tasks. Assist with the onboarding and orientation of new team members.
Contribute to maintaining a clean, organized, and professional office environment.

Requirements

- Previous experience in an administrative role is advantageous
- Proficiency in Microsoft Office Suite, particularly Excel and Word
- Strong organisational skills with keen attention to detail
- Excellent phone etiquette and communication skills
- Ability to multitask and prioritise tasks effectively
- Familiarity with clerical procedures and office management tasks

-Discretion and professionalism when handling confidential information.

-Ability to multitask and work independently under minimal supervision.

Job Types: Full-time, Part-time

Pay: 22,500.00-25,000.00 per year

Expected hours: 35 per week

Work Location: In person