Practice Administrator

2 weeks ago

Northamptonshire, United Kingdom Gardner Webb Accounting Full time

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.

**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
- 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

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