Job Description

About Us

Infinity Financial Solutions is an accountancy practice based in the New Forest. We provide a wide range of services to businesses and individuals, including bookkeeping, payroll, tax compliance, management accounts, and company secretarial support. Alongside accountancy, we also support with pensions, funding, and business planning.

Our team works with clients of all sizes, from start-ups to established companies, and we focus on building long term relationships by giving clear, practical advice. The firm has a supportive, collaborative culture where staff are encouraged to develop their skills and contribute to improving how we work.

Overview

We are seeking a proactive and highly organised

Administrator

to support both our client services and internal operations. This role is requiring someone who is adaptable, detail-oriented, and confident in client and employee interactions.

The role involves managing client workflows and records, ensuring compliance with AML and regulatory requirements, supporting directors with scheduling and correspondence, and providing administration including onboarding, payroll support, and prospect management

Key Responsibilities

Client & Accounting Administration

Conduct and monitor AML (Anti-Money Laundering) reviews. Assist with the collection and organisation of client financial records. Send client reminders regarding reviews, tax payments, deadlines, and records. Manage CRM systems for prospects and monitor status updates. Oversee the onboarding of new clients and track progress through workflows. Maintain and organise client records, ensuring compliance and accessibility. Track workflows, deadlines, and client deliverables. Manage incoming and outgoing correspondence, ensuring it is filed and flagged appropriately. Support directors with calendar scheduling, travel, meetings, and event bookings. Prepare and distribute meeting minutes and action points. Answer and redirect phone calls professionally. Draft, update, and format documents as required. Manage shared mailboxes to ensure timely responses. Liaise with clients and staff via email, phone, and in person. Provide ad hoc support to directors and team members as required.

Skills & Competencies

Strong organisational and multitasking skills with the ability to manage competing deadlines. Excellent attention to detail and accuracy. Confident communication skills, both verbal and written. Ability to maintain confidentiality and handle sensitive information with discretion. Strong IT literacy (Microsoft Office Suite and CRM experience desirable). Proactive problem-solver with the initiative to improve processes. Adaptability to manage both structured workflows and unexpected ad hoc tasks. Prior experience in an accountancy practice or financial services environment is desirable.

Qualifications & Experience

At least 2 years' experience in an administrative role Familiarity with CRM system. Understanding of AML requirements (training can be provided). Bookkeeping/accounting qualifications are an advantage but not essential.
Job Types: Full-time, Permanent

Pay: 25,000.00-28,000.00 per year

Benefits:

Casual dress Company events Company pension Free parking Private medical insurance
Application question(s):

Located within 15 miles of the office in Fordingbridge
Experience:

Administrative: 2 years (required)
Work Location: In person