Job Description

Entry requirements grade 4/C or above in maths and English

Overview

To 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.

Responsibilities

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.

Skills and Qualifications:

Excellent written and verbal communication skills. High level of organisation and attention to detail. Proficient in Microsoft Office (Word, Excel, Outlook). Discretion and professionalism when handling confidential information. Ability to multitask and work independently under minimal supervision.
Desired Personal Qualities

Polite and respectfully

Good time keeping

Patience Good communication skill including listening to clients
Job Types: Full-time, Apprenticeship

Pay: From 7.69 per hour

Expected hours: 35 per week

Application question(s):

Have you lived in the UK for the last 3 years?
Language:

English (preferred)
Work Location: In person

Application deadline: 31/05/2025
Reference ID: BA14
Expected start date: 02/06/2025