At a Glance
- Tasks: Support partners and the team with administrative tasks and client interactions.
- Company: A forward-thinking accountancy practice known for excellent client service.
- Benefits: Gain valuable experience in a professional environment with growth opportunities.
- Other info: Ideal for those looking to kickstart their career in a professional services environment.
- Why this job: Join a dynamic team and develop your skills in a supportive setting.
- Qualifications: Previous admin experience, strong organisational skills, and proficiency in Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
About the Role: We are partnering with a well-established and forward-thinking Accountancy practice that provides a full range of services to individuals, sole traders, partnerships, and limited companies. Known for their commitment to excellent client service and long-term relationships, this growing firm is now looking to hire a proactive and organised Administrator to support their day-to-day operations and internal processes.
Key Responsibilities:
- Provide administrative support to partners, accountants, and the wider team
- Manage incoming calls, emails, and correspondence professionally and efficiently
- Maintain and update client records with accuracy and confidentiality
- Handle document preparation, scanning, filing, and archiving (both digital and physical)
- Support client onboarding, including AML checks and collecting KYC documentation
- Assist with diary management, meeting scheduling, and appointment coordination
- Liaise with clients on document submissions and deadline reminders
- Track key deadlines for tax returns, Companies House filings, and submissions
- Draft letters, invoices, and engagement letters using established templates
- Order office supplies and liaise with service providers
- Perform general administrative tasks to ensure a compliant and efficient office environment
Requirements:
Essential:
- Prior experience in an administrative role, ideally within accountancy or professional services
- Excellent organisational skills and attention to detail
- Strong communication skills—both written and verbal
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Ability to manage workload, prioritise tasks, and meet deadlines
- Professional and discreet when handling confidential information
Desirable:
- Experience using accountancy or CRM software (e.g., Xero, Iris, CCH)
- Familiarity with AML and KYC compliance during client onboarding
- Previous experience in a client-facing role
Executive Assistant / Secretary to Partner in Harrow employer: Rapid Recruitment Services Ltd
Join a dynamic and growing accountancy practice in Harrow, where you will thrive in a supportive work culture that prioritises employee development and client satisfaction. With competitive salaries, flexible working arrangements, and a clear pathway for career progression, this role as a Client Manager / Portfolio Manager offers the opportunity to make a meaningful impact on a diverse portfolio of clients while enjoying a healthy work-life balance. Embrace the chance to mentor junior team members and contribute to innovative business solutions in a collaborative environment.
Contact Details:
Rapid Recruitment Services Ltd Recruitment Team
