Practice Secretary

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.