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