Personal Assistant

Personal AssistantLocation: EpsomJob Type: Full-time, Office-based - 9.00-17.30 Industry: Accountancy Practice

We are seeking a highly organised and proactive Personal Assistant to support a Partner within our accountancy practice. The ideal candidate will have a background in accountancy practice, exceptional organisational skills, and a positive approach to work.

This role is pivotal in ensuring the smooth operation of the Partner's schedule and office systems.

Day-to-day of the role:

• Organise the Partner's diary and schedule appointments.
• Act as the main point of contact between the Partner, clients, and the wider team.
• Screen telephone calls, handle enquiries, and provide a high level of customer service.
• Draft correspondence, update spreadsheets, file paperwork, and conduct proofreading and quality control checks.
• Maintain and organise office systems, including administrative tasks.
• Collaborate with the internal support team to ensure phone and reception coverage.
• Prepare engagement letters, chase identification documents, and maintain control spreadsheets.
• Handle company secretarial administrative tasks and communicate with HMRC as required.
• Assist with other general office duties to support the practice.

Required Skills & Qualifications:

• A proactive and positive approach to work, with a willingness to embrace new challenges.
• Exceptional organisational skills, with the ability to multitask and prioritise effectively.
• High attention to detail and a professional approach to delivering high-quality work.
• Proficiency in Microsoft Office applications, including Outlook, Word, and Excel.
• Experience with back-office systems, such as Iris, for data interrogation.
• Outstanding organisational and time management skills.
• Excellent verbal and written communication skills.
• Discretion and confidentiality are paramount.
• Previous experience in an accountancy profession is advantageous.

Must be proficient in:

• Excel
• Word
• Outlook

Advantageous:

• Iris
• Xero
• Company Secretarial experience

Exposure to a variety of tasks and responsibilities within the accountancy practice.

To apply for this Personal Assistant position, please submit your CV and we will be in touch.