Level 3 Business Administrator – SumX Accountants (Office Administrator) in Liverpool

Level 3 Business Administrator (Officer Administrator)

• SumX Accountants

SumX is a modern, growing accountancy practice supporting owner-managed businesses across a wide range of industries. We pride ourselves on building strong relationships with our clients, delivering proactive advice and making a genuine difference to the businesses we work with.

As we continue to grow, we’re investing in our people, technology and processes. We embrace cloud accounting software and AI to help us work smarter, while maintaining the personal service our clients value.

We’re looking for someone who wants more than just a job. This is an opportunity to build a long-term career within a supportive team that encourages learning, development and progression.

The Role

The Office Administrator will provide administrative support across the practice, helping ensure the smooth day-to-day running of the office while delivering an excellent experience for our clients.

This is a varied role involving client communication, administration, workflow management and supporting the wider team.

Key Responsibilities

• Act as one of the first points of contact for clients by telephone, email and in person.
• Build positive, professional relationships with clients.
• Request records and information from clients.
• Manage incoming and outgoing post.
• Update internal workflow systems and client records.
• Support the office with a wide range of administrative tasks.
• Assist with document management and filing.
• Support credit control activities.
• Use practice management and cloud-based software.
• Assist with marketing activities and social media.
• Help maintain organised office systems and processes.
• Support colleagues across the business during busy periods.
• Carry out any other duties appropriate to the role.

To apply you need:

• A basic understanding of AI and modern technology.
• Excellent organisational skills.
• Experience working in a professional office environment.
• Experience using CRM or practice management software.

Personal Attributes

• Friendly and approachable.
• Professional.
• Organised.
• Positive and enthusiastic.
• Adaptable.
• Reliable.
• A team player.
• Willing to learn.

Who Will Thrive Here?

• Enjoy speaking with people and building genuine relationships.
• Like learning new things and aren’t afraid to ask questions.
• Take pride in being organised and paying attention to detail.
• Enjoy being part of a supportive team.
• Are willing to roll your sleeves up and help others during busy periods.
• Are excited about technology, AI and finding smarter ways of working.
• Want to build a long-term career with a growing practice.
• Enjoy variety and don’t mind that no two days are the same.
• Take ownership of your work and always look for ways to improve.
• Enjoy making a positive difference for clients and colleagues.

Training & Development

• Full apprenticeship support.
• Ongoing mentoring from experienced team members.
• Regular training and development.
• Exposure to a wide variety of clients and industries.
• Career progression opportunities as the practice grows.
• 20 days annual leave plus Bank Holidays.
• Additional day’s holiday for your birthday.
• Company pension.
• Modern cloud-based software and technology.
• Friendly and supportive working environment.
• Genuine opportunities for career progression.