At a Glance
- Tasks: Manage client accounts, paperwork, and communications in a dynamic office environment.
- Company: Join a successful accountancy firm with a strong community focus.
- Benefits: Enjoy competitive pay, flexible hours, and generous holiday leave.
- Other info: Participate in fun social events and enjoy a supportive team culture.
- Why this job: Be the first point of contact and make a real difference for clients.
- Qualifications: 5+ years of admin experience and excellent IT skills required.
The predicted salary is between 30000 - 35000 £ per year.
Full time permanent Office Administrator role in Newton Abbot.
Your new company:
Working for a successful accountancy firm based in Newton Abbot that we have a long-standing relationship with. This role is full-time permanent and is paying between £30k - £35k depending on experience.
Your new role:
- Carry out new client set-ups using Iris, Xero and AMLCC (training given), preparing and sending out paperwork to clients.
- Carry out Anti Money Laundering ID procedures using software for new and existing clients (training given).
- Carry out lost client procedures.
- Chasing clients for any outstanding paperwork.
- Updating personal and corporate client lists.
- Carry out client change of details procedures.
- Sending out ad hoc letters and email shots to clients.
- Send out monthly end-of-year and end-of-year reminders to clients.
- Send out monthly CT payment reminders to clients.
- Assist with filing of client's company accounts and personal tax returns with HMRC and Companies House.
- Create quarterly MNA Newsletters using Publisher and send out to clients.
- Send out client satisfaction questionnaires and monitor replies.
- Update Company website with new info / conduct relevant annual website checks.
- Check reception literature is up to date.
- Manage client Registered Offices, updating as necessary.
- Set up HMRC Enquiry administration as and when we receive the enquiry.
- Manage confidential waste control.
- Assist clients with any queries, referring them on to team as appropriate.
- Take client payments over the phone using a virtual payment portal (training provided).
- Assist colleague/provide cover for front of house, first point of contact for visiting clients.
- Assist colleague/provide cover for answering the main switch, and managing any VMs.
- Assist colleague/provide cover for preparation of refreshments for visiting clients if required.
- Ensure outgoing post is franked and ready for collection.
- Assist colleague with managing the client records storage room, ensuring records are collected by clients.
- Create clients' Christmas e-cards and send out.
- Arrange Christmas staff party and other social events during the year with the social committee.
What you’ll need to succeed:
- Previous strong administration/ office manager experience.
- 5 years plus Admin background.
- Excellent use of Excel/ Microsoft packages.
- Excellent IT Skills.
- Dealing with clients professionally on the telephone.
- Professional letter and email writing.
- Database use.
- Dealing with clients face to face and front of house.
- Personable and sociable.
What you’ll get in return:
- Pension 4%.
- Free parking on site.
- Christmas office Closure - paid not taken from annual leave.
- Annual leave starts at 20 days plus bank holidays - goes up with tenure.
- 2 x duvet Fridays per year.
- Flexi time - can finish at 1.30pm on a Friday.
- Lots more!
What you need to do now:
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Locations
Office Administrator in Devon, Newton Abbot employer: Hays
Join a thriving accountancy firm in Newton Abbot that values its employees and fosters a supportive work culture. With competitive salaries, generous annual leave, and unique perks like duvet Fridays and flexi-time, this company prioritises employee well-being and growth, making it an excellent choice for those seeking a rewarding career in administration.