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Secretary/PA
Job Description
My client a leading accountancy firm in Nottinghamshire is looking to recruit an administrator to join their business ona permanent basis. This is a dynamic role where you will support key Directors, Associate Directors, and the wider team. You will ensure the efficient running of the office by managing diaries, correspondence, and client engagement processes, while also playing a crucial role in our compliance and client service operations.
Key Responsibilities:
- Personal assistant to support to Directors including diary management, administration and ad-hoc duties.
- Manage the maintenance and retention of engagement letters, identification, and anti-money laundering information for all clients.
- Perform reception duties including meeting and greeting clients, offering refreshments, and managing the phone system.
- Handle secretarial duties including the typing up of accounts and preparation of all engagement letters.
- Oversee GDPR management and ensure compliance across the office.
- Prepare monthly and quarterly dividends and minutes as required by directors.
- Manage all company billing, updating of registers, and client payment processing.
- Assist with submission of accounts to Companies House and HMRC and manage client document retention and archiving.
- Liaise with financial advisors, solicitors, and mortgage lenders to prepare necessary documentation.
- Monitor and order office supplies and assist in identifying IT equipment needs.
- Assist with ad-hoc duties including post office runs and banking tasks.
Key Requirements:
- Passionate about delivering exceptional client service and maintaining high standards.
- Excellent communication skills, both verbal and written, with a confident and approachable demeanour.
- Highly proficient in Microsoft Office Suite and IT systems.
- Ability to multitask and prioritise effectively in a fast-paced environment.
- A proactive approach to problem-solving and process improvement.
- Previous experience in a similar administrative role is advantageous.
The successful candidate will receive the following:
- Exciting career development opportunities in a supportive and thriving work environment.
- Competitive salary and benefits package.
- The chance to be part of a dynamic team committed to excellence in client service.
- Company pension
- Cycle to work scheme
- Health & wellbeing programme
- Life insurance
- On-site parking
- Referral programme
This role is working Monday to Friday 37.5 hours and the role i office based.
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Required Skills
- secretary
- PA