The RoleNigel Wright are supporting a well renowned and established Accountancy Practice, located to the west of the city. The Client Secretary role is an integral part of business and we are looking for a candidate who has previous experience of supporting a SME Accountancy practice.Duties:
Reception duties including answering telephones and taking care of clients/visitors
Monitoring database and updating as and when required
New Client/Ex client - Preparation of New Client set up sheets and on-boarding monitoring of clients.
Tax Returns - Preparing cover letters for Directors returns
Bank Audit Letters - request and monitor bank letters for audit purposes prior to year-end.
Monitor spreadsheet and portal.
Accounts - Prepare cover letters for accounts going out for signature using Accsend, Email or post
PAYE - Download reports for all payroll clients and send on monthly basis via email or Accsend
Direct Debit update letters
Fee Protection Insurance
Contractors/building - Dealing with contractors - preparing yearly checks etc.
Archiving - Electronic and manual to off-site storage. Necessary records.
Stationery - Check stock and order stationery monthly/printed stationery
Post - log in and out - distribute to relevant staff.
General Support to qualified staff.
The PersonSkills/Attributes:
Previous experience of working with an Accountancy practice
Excellent communication and organisational skills
Ability to prioritise workload
Excellent MS Office skills including Word and Excel.
