Practice Administrator
We are a successful small accountancy practice in rural Northamptonshire. Due to our current growth plans an opportunity has arisen for a full time Practice Administrator to join our team.
This is an excellent opportunity to work across the full spectrum of operations within a general accounts practice. The role will allow you to gain extensive experience in both technical and personal skills working within a fun and hard-working environment.
This role is envisaged as a full time position, however part time hours will be considered for the right candidate. You will be primarily office based, but some travel should be expected, therefore own transport is essential.
KEY ASPECTS OF THE ROLE
- Providing support to the director to manage their workload
- Providing support to the director to monitor and manage practice workflow and KPIs
- Liaising with our existing portfolio of clients, developing relationships and identify opportunities for additional services
- Assisting with new client onboarding and disengagements
- Assisting with practice compliance
- Assisting with client payroll and company secretarial jobs
ATTRIBUTES
- Numerate and highly organised with an excellent attention to detail and accuracy are essential
- Excellent written and verbal communication skills with colleagues, clients and third parties
- Ability to adopt procedures and processes quickly
- Self-motivated with the ability to work using own initiative and plan/manage own workload and prioritise tasks
- High level of integrity and commitment
- Supportive and reliable team member with a positive ‘can-do’ attitudE
MAIN DUTIES AND RESPONSIBILITIES
- using a variety of software packages of the Microsoft and Google Workspace families to produce correspondence and documents and maintain presentations, records, spreadsheets and databases
- liaising with external contacts (e.g with clients, suppliers, HMRC) and other team members as required
- email communications management
- dealing with telephone enquiries
- keeping diaries
- arranging meetings and appointments
- attending meetings, taking minutes and keeping notes
- maintaining client filing systems
- organising and storing paperwork, documents and scanned computer-based information
- ensuring the manager(s) are well prepared for meetings
- assisting with obtaining information from clients to enable work to be progressed
- assisting with obtaining and maintaining client authorisations
- assisting with obtaining and maintaining client terms of engagements agreements
- assisting with obtaining and maintaining “Know your client” information
- assisting with ongoing monitoring of clients
- assisting with obtaining and maintaining client authorisations
- assisting with deadline diary management
- managing client payroll jobs
- managing company secretarial jobs
- other duties as may be directed by management from time to time
SKILLS AND EXPERIENCE
- IT literate, including Microsoft and G Suite / Google Apps
- Experience in working in a regulated environment