Administrator

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