Address
Form of work
Salary- Whitchurch, Cardiff
- Permanent, Full Time
About Our Client
The organisation is a business services organisation based on the outskirts of Cardiff with free on site parking. They are an established organisation with 50 employee.
Job Description
Position: Practice Operations Administrator
Role Overview:
- Key role within Practice Operations team of busy accountancy practice.
- Essential in administering day-to-day operations of the firm.
Responsibilities:
- Manage day-to-day operations, including office management and administrative functions.
- Provide high-level administrative support to executives, coordinating meetings and managing their diaries.
- Process financial administration tasks such as generating practice invoices and setting up/amending client Direct Debits.
- Assist in onboarding new clients and disengaging existing clients.
- Allocate and assign new work to appropriate team members.
- Oversee return of client documentation through record returns process.
- Administer practice tax investigation insurance service.
- Ensure efficient operation of office systems and equipment (phones, printers, computers).
- Coordinate office supplies maintenance, including ordering and stocking.
- Serve as first point of contact for clients, colleagues, and suppliers with professional and efficient service.
- Manage practice email inbox and distribute incoming mail to relevant team members.
- Prepare and maintain accurate and up-to-date records and reports.
- Assist in coordinating training programs and professional development activities.
- Maintain firm's document management system and intranet.
- Support implementation and maintenance of practice management systems.
- Update firm's social media accounts.
- Cover reception duties when needed, including greeting clients, managing calls, and directing inquiries.
- Perform any other duties assigned by leadership team.
The Successful Applicant
- Requirements:
- Proven experience in a similar role, preferably within a professional services environment.
- Excellent time management skills, capable of prioritising tasks, meeting deadlines, and handling multiple responsibilities.
- Proactive and resourceful mindset for identifying issues, troubleshooting problems, and proposing effective solutions.
- Strong communication skills, both verbal and written, with confidence in interacting across all levels, including clients.
- Adaptability and openness to change, given the dynamic nature of the work environment.
- Keen attention to detail to ensure accurate administration of client records, financial data, and compliance with industry regulations.
- Proficiency in various software applications, including Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and practice management systems. Advanced Excel skills would be particularly advantageous.
- Ability to handle confidential information discreetly and maintain a high level of confidentiality.
- Collaborative skills to work effectively across departments, contributing to a positive and supportive work environment.
What's on Offer
- £27,000 to £32,000
- Whitchurch, Cardiff
- Free on site parking
- Administrator
