Job Description

The successful candidate will be a confident, dedicated and highly organised and motivated individual, to work in a fast-paced professional environment.

Main Responsibilities:

• Keeping post in/out log up to date and scanning of documents to Partners and departments
• Filing will be minimal as working towards being a fully digital practice.
• Answering phones and taking messages.
• Booking appointments using shared calendars and inviting staff through SMS.
• Texting clients on various matters – chasing records, chasing signed Tax Returns, signed accounts and confirming appointments.
• Typing of client correspondence
• Binding business and rental accounts.
• Recording incoming and outgoing client records and maintaining client record list.
• Maintaining client’s contact details.
• Assisting Administration Manager with engagement and disengagement services.
• Record cash, cheque and credit card receipts on Debt List record and process through Sage Line 50.
• Petty cash – in the absence of Practice Manager & Admin Manager.
• Practice supplier invoice postings.
• Take monies to bank when necessary

Department Support

• Assisting with VAT department processing of client transactions in preparation of VAT returns.
• Assisting with TAX, Payroll and Accounting department administration.

Errands

• Post Office i.e. recorded delivery/special delivery etc.

Improvement Of Service

• Projects for improvements of internal processes such as storage and archiving client documents and digitising records.

Required Knowledge, Skills, and Abilities