Accountancy Practice Administrator

2 weeks ago


Hitchin, United Kingdom Tate Full time

A personable, task driven, and outcome orientated **Accountancy Practice Administrator** is required to join a reputable accountancy practice based in Hitchin. As a supportive and adaptable**Administrator**, you will play a keyrole is supporting the businesses administrative team with a range of client based administrative tasks.

As **Practice Administrator** you will ultimately be responsible for:

- Dealing with inbound and outbound client and practice correspondence across a range of communication channels
- Liaising directly with new clients in order to set them up and on-board onto the business's accountancy software
- Carry out new and ongoing money laundering checks for the business's client base via IRIS elements
- Managing the organisation client data base, including database entry and maintenance
- Ensuring all the practices, procedures and processes are aligned with GDPR legislation
- Client relationship management and dealing with and resolving client enquiries and queries
- The production and follow up of monthly fee engagement letters and proposals
- Dealing with a range of general office administration activities
- To have ideally worked within a similar role within an accountancy practice
- Excellent attention to detail and accuracy
- To be goal oriented and task driven, with a proven record of following tasks through to completion.
- Strong numeracy and communication skills
- Excellent IT skills including the full Microsoft suite and ideally experience of using IRIS, Go proposal and CRM software
- The ability to multi-task and prioritise
- To be a team player
- A flexible can do attitude

Tate is acting as an Employment Business in relation to this vacancy.


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