Accountancy Practice - Administration Assistant

Our client, a well-established and fast-paced firm of Chartered Accountants, is seeking an experienced and highly organised Administration Assistant to join their team. This is a pivotal role within the practice, supporting both client-facing and internal operations to ensure the smooth running of the office.

The Role

This is a varied position suited to an individual who thrives in a busy professional environment and enjoys taking ownership of administrative processes.

Key responsibilities include:

• Front of House & Communication

• Managing all incoming calls, directing enquiries and taking accurate messages

• Meeting and greeting clients in a professional and welcoming manner

• Preparing meeting rooms, arranging refreshments and resetting rooms post-meeting

• Post & Mailbox Management

• Overseeing all incoming and outgoing post

• Co-managing shared mailboxes, ensuring timely and appropriate responses

• Client Onboarding & Records

• Supporting the onboarding of new clients, ensuring compliance procedures are followed

• Managing professional clearance and transfer of client records

• Maintaining accurate and up-to-date client files

• CRM & Reporting

• Updating and maintaining the firm’s CRM system

• Producing basic internal reports for audit and management purposes

Administrative Processes

• Assisting with maintaining and improving internal administrative procedures

• Managing “No Longer Acting” (NLA) processes in line with firm policies

Office & Facilities

• Managing office supplies including stationery and kitchen provisions

• Liaising with cleaning contractors and reporting any maintenance issues

• Supporting overall office organisation and presentation

Events & Ad Hoc Support

• Assisting with the coordination of staff meetings and internal events

• Providing administrative support on ad hoc projects as required by senior management

Candidate Profile

• Minimum 2–3 years’ experience within an accountancy or tax practice

• Knowledge of Company Secretarial (CoSec) processes advantageous

• Strong IT skills including Microsoft Word and Excel (PowerPoint beneficial)

• Confident communicator with a professional and approachable manner

• Highly organised with strong attention to detail

• Able to manage multiple priorities and work independently

• Proactive, solutions-focused and able to remain calm under pressure

Additional Information

This is a fully office-based role

Working hours: Monday to Thursday 8:30am–4:30pm, Friday 8:00am–4:00pm

This is an excellent opportunity to join a respected and growing accountancy firm where you will play a key role in supporting both clients and the wider team.  For further details then please do not hesitate to contact Robin in the 1st instance.

Farrer Barnes Ltd does not discriminate on the grounds of age, race, gender, disability, creed or sexual orientation and complies with all relevant UK legislation. Farrer Barnes Ltd acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.