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