Executive Assistant / Secretary to Partner

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