Administrator (Midlands)

Key Responsibilities:

• Preparing new client forms.
• Onboarding of new clients and liaising with Client Managers to ensure all documentation is correct.

• Maintaining client records and filing of documents in respective client files

• Inbox and diary management.
• Billing administration and assisting with credit control.

• Maintain office supplies and inventory including ordering, receiving
• Maintain office filing system including scanning, filing, and organizing documents daily.
• Manage all incoming mail and packages for all departments including shipping/receiving, labelling, and distribution as needed.
• Assist with filing/referral of all documents in the office filing system daily or as needed based on departmental needs.
• Typing Letters, reports and professional documents
• Assist with filing statutory documents with Companies House and HMRC
• Providing administrative support to the team
• Meeting, greeting and liaising with clients
• Managing an effective and efficient filing system
• Managing client records on the firm’s database software
• Other ad hoc general administrative tasks

Attributes, Requirements, Skills:

• Must have at least 2 years work of accountancy practice experience
• Experience with IRIS, XERO and other accountancy software beneficial
• Must be able to work in a fast-paced environment.
• Must have excellent organizational skills and attention to detail.
• Must be comfortable with technology (i.e., Microsoft Outlook, Excel, Word).
• Must be able to work in a team environment and provide support to other employees as needed.
• Must be able to work independently and prioritize tasks accordingly.

• Ability to interact with stakeholders at all levels.
• Discretion when dealing with confidential information in all aspects of work.

Package:

• Competitive salary
• 23 days holiday + public holidays
• Additional holiday day per year of service
• Pension contributions in excess of statutory minimum
• Health plan benefits
• Parking Permit
• Ongoing training and development
• Relaxed dress code