JOB DESCRIPTION

Job Title: Admin Assistant
Location : Airport House, Suite 43-45, Purley Way, Croydon, CR0 0XZ
Employment Type : Full Time
Salary : Competitive / DOE
Working: Monday to Friday – 9am to 5.30pm with 1 hour lunch

ABOUT US

We are a professional and client-focused accountancy practice dedicated to providing high-quality accounting, tax, and advisory services to a wide range of businesses and individuals. We pride ourselves on delivering excellent customer service, accuracy, and efficiency. We are now seeking a reliable and organised Administrative Assistant to support our busy team in both the Purley office and the Tunbridge Wells office.

SKILLS, EXPERIENCE AND QUALITIES REQUIRED

· Previous administrative or office support experience, ideally in an accountancy, legal, or professional services environment.
· Strong organisational and time management skills.
· Excellent written and verbal communication skills.
· Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new software.
· Attention to detail with a high level of accuracy.
· Ability to handle confidential information with discretion.
· Professional, friendly, and client-focused approach. Someone who is enthusiastic, polite and courteous with a positive “can do” attitude
· Must hold a valid driving license and be able to drive to both office locations as and when required.

JOB PURPOSE

The Administrative Assistant will play a vital role in ensuring the smooth day-to-day running of the office. This role requires excellent organisational skills, attention to detail, and the ability to work effectively in a professional services environment. You will be the first point of contact for clients and will help support the accountants in delivering a seamless service.

KEY RESPONSIBILITIES

· Answering and directing phone calls, greeting clients, and managing incoming enquiries.
· Managing email correspondence and distributing to the appropriate team members.
· Scheduling client appointments and maintaining calendars for accountants.
· Preparing, formatting, and proofreading documents, letters, and reports.
· Scanning, filing and maintaining client records (both digital and physical). Contacting clients and co-ordinating the receipt and delivery of records and archiving.
· Banking cheques as and when necessary
· Supporting client onboarding processes, including setting up new client files and obtaining required documentation (ID checks, engagement letters).
· Liaising with other offices within the wider group and attending groupwide teams calls
· Liaising with HMRC and other agencies as required.
· Handling incoming and outgoing post.
· Assisting with billing, invoicing, and chasing outstanding payments.
· Maintaining office supplies and ordering as required.
· Providing general administrative support to accountants and partners.
· General office upkeep and maintain a clean, organised and functional working environment
· Be a Fire Marshall and First aid for the office – training will be provided.