Office Administrator

Your tasks

• Accurately maintain the current system for managing client records which includes scanning relevant documents, ready for the chargeable team to use and contacting the clients when they are ready for collection.
• Monitor and communicate with Directors regarding client meetings and check if client records can be returned at meetings.
• Understand the functions of the different departments within the firm and what they require in accessing electronic records.
• Assist with the post system as required.
• Assist in the maintenance of other databases for the firm keeping client details up to date.
• Preparation and management of key documents such as engagement letters.
• Other general office duties as required to include answering the telephone, greeting clients and taking card payments as part of the administrative team.
• Contacting clients when required to inform them of upcoming deadlines to help with the tax and accounts departments.
• Maintaining systems and monitoring deadlines as required.
• Ability to cover other admin functions as required.
• Assistance with other admin tasks as directed by admin manager.

Requirements

Given the nature of the business, previous experience within an accountancy practice or professional services environment is essential.

• Strong organisational skills with an eye for detail.
• Ability to multitask and prioritise tasks effectively.
• High level of professionalism and discretion.
• Excellent written and verbal communication skills.
• Previous experience within an accountancy firm or professional services environment (essential).

What we offer

• Competitive salary in line with market rate
• Company pension scheme
• Open to both full-time or part-time applicants
• Discounted City Centre parking
• Flexibility in working hours
• 25 days annual leave Bank Holidays Birthday off
• Regular social events
• Supportive team culture
• Central office location, close to transport links

Other

We are currently recruiting for an Office Administrator on behalf of an accountancy firm based in Lincoln. The role is available on either a full-time or part-time basis.