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Application Form
Practice Secretary
£22,000 - £26,000
Dartford, Kent
Kelley and Lowe Ltd
Long-established small firm of Chartered Accountants near Dartford is recruiting for this full-time role to work flexibly and enthusiastically at our offices, covering a range of responsibilities. We are a hardworking, close knit, and fun team of ten providing Accountancy, Tax, and Business Advisory services for 300+ clients. We will provide training, as necessary.
The role includes, but is not limited to:
• Responsibility for all filing and archiving including monitoring GDPR requirements and taking action as necessary.
• Meeting and greeting clients, answering the ‘phone, dealing with post, preparing letters and emails, liaising with clients, HMR&C and
other professionals to make arrangements etc. and, handling all aspects of general office organisation.
• Liaising with clients autonomously to obtain records and responses to queries in good time to meet deadlines.
• Manage new client onboarding processes to ensure full compliance and an excellent client experience, including handling anti-money
laundering procedures.
Candidates must -
• be proficient with Office 365, including good Excel, and excellent Word skills;
• have previous office administration experience, ideally in a professional services environment, and be able to write professionally worded
correspondence;
• have excellent customer care skills and understanding;
• enjoy working in a support role, being naturally well organised with a great memory and attention to detail; and
• be calm, reliable and team goal driven; flexible to support the business’ needs.
Written applications should set out academic achievements, relevant experience and personal skills and attributes considered useful.
Contact Details
Cover Letter
Use this space to outline your skills, experience and reason for applying.