About Our Client
Our client is an independently owned accountancy firm based in Worcestershire who work across a variety of sectors and pride themselves on their industry knowledge and outstanding customer service. They have a commitment to their people and offer some market leading benefits and a great working culture within a mature and progressive environment.
The Role
We are seeking a dedicated and experienced Senior Practice Administrator to join the practice. The successful candidate will play a pivotal role in managing a wide array of administrative duties, ensuring the smooth operation of the practice and delivering exceptional support to the practice partners, clients, and wider team.
Main duties and responsibilities:
General office administration including:
- Client Correspondence: Draft and manage letters of engagement and disengagement.
- Client Onboarding and Disengagement: Oversee the process of onboarding new clients and managing client disengagement.
- Database Management: Maintain and update client databases, including data entry and archiving.
- Confidential Administration: Handle sensitive administrative tasks, including legal documentation.
- Management Information Preparation: Compile and analyse data for management reports, job time cost summaries, and utilisation reports using spreadsheets.
- Documentation Creation: Assist in preparing and filing documentation with Companies House and HMRC on behalf of clients.
- Proposal Preparation: Draft proposals for potential clients.
- Year-End Quotes: Prepare quotes for year-end services.
- Bank Audit Letters: Request and track bank audit letters.
- Reception Duties: Perform reception duties and manage stationery ordering.
- General Office Administration: Undertake general office administrative tasks as required.
Essential Experience & Skills:
- Experience: Previous experience in an accountancy practice administrative role is essential.
- Software Skills: Experience with accounting software such as Iris and Sage is advantageous.
- IT Proficiency: High proficiency in Microsoft Word and Excel, including the use of pivot tables.
- Attention to Detail: Strong attention to detail in all aspects of work.
- Autonomy and Teamwork: Ability to work independently as well as collaboratively within a team.
- Client Interpersonal Skills: Excellent interpersonal skills with a client-focused approach.
- Time Management: Effective time management skills with the ability to multitask and prioritise workload.
- Responsibility: Ability to take responsibility for managing personal workload efficiently.
- Qualifications: An AAT certificate is desirable but not essential.
- First Aid: Ideally, the successful candidate will act as the designated first aid officer.
What's on offer
:
- 23 days annual leave plus bank holidays;
- Additional day off work on your birthday;
- Staff days away;
- Overtime available;
- NHS top up scheme.