Administrative Assistant

Administrative Assistant

Location: Newton Abbot, Devon
Contract: Permanent, 20 hours per week
Closing Date: 15th March 2024

Job Description

To provide administrative support to a team of accountants and the partners, undertaking clerical tasks including, typing, filing, making phone calls, handling emails and mail and basic bookkeeping. You will help support the overall accounting function. All to be carried out in an organised and timely manner.

Role & Responsibilities

• Set up new clients on the system and request necessary documentation
• Check and send correspondence to clients as requested by managers/partners to post/email or one click
• Filing client documents and post
• Managing, organising and returning client records
• Scan and upload documents to CCH and maintain the database
• Assisting with billing
• Finalise bills and generate fee note letters/emails or attach existing letters
• Create/close/open assignments as requested
• Check engagement letters as and when they expire
• Ensure AML Money Laundering is kept up to date
• To provide admin support
• You may be required to provide additional support to other departments or reception in the event of absence/holiday
• If/where required attend meetings and take accurate meeting notes

Desired Skills

• Previous experience of administrative duties essential
• Able to deliver high quality administrative support and be comfortable developing new ways to work, supported by effective use of technology
• Intermediate level Excel and Word knowledge
• Accounts production software such as CCH desirable but not essential
• Ability to show initiative and work within a team
• Ability to build good client relationships
• Highly adaptable and willing to undertake ad-hoc work where required
• Excellent communication and interpersonal skills that enable you to build rapport with people at various levels
• Strong organisational skills and the ability to manage own workload in a timely manner while all the time ensuring we exceed client expectations

Benefits

• 20-25 days holiday, plus bank holidays
• 1 extra holiday day for Christmas
• An additional 0.5 days holiday after each year
• Flexi time
• Medicash cash plan
• Online discount shopping portal
• Access to a 24 hour employee helpline
• 1 day working from home
• Payment of 1 professional subscription per year
• Fully funded training qualifications
• Training bonuses for AAT, ACA and ACCA students
• Parking permit salary sacrifice
• Employee referral bonus of up to £1500
• Dress down Friday
• Wellbeing team
• Life assurance after 1 year for Senior Managers