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