Accountancy Practice requires Secretary to Partner
Job description: Secretary to Partner
Immaculate attention to detail
Excellent interpersonal and supervisory skills.
Friendly and professional demeanour
Able to work to tight deadlines as part of a team and also unsupervised
Confident using Microsoft Office
Have a genuine interest in understanding your clients’ businesses with the drive to deliver exceptional client service
Experience using IRIS and Virtual Cabinet would be beneficial, but not necessary as full training will be given
Dealing with UK & international tax matters.
Holiday & sickness bonus scheme
Regular CPD courses for audit, accounts, tax and other specialist courses
Main duties and responsibilities:
Answering and redirecting calls and taking messages. Upkeep of telephone system using software programme
Managing diaries and making appointments
Drafting various letters, emails
Typing of covering letters & invoices in respect of accounts and tax returns, dividends etc
Saving of Partners emails
Monitor and maintain LG consumables
Scanning and saving of documents as and when required
Sending signed documents to clients via email/VC
Register and deregister clients on IRIS. Maintenance of IRIS database for new and existing clients
Preparation of letters of engagement
Dealing with chasing clients on various services LG offers as and when required
Dealing with Qdos/Vantage fee protection insurance
Dealing with IRIS billing
Updating staff and car park schedules and phones list. Booking car parking for clients
Greeting visitors and providing refreshments. Dealing with visitor’s queries
Keeping visitors seating area/boardrooms tidy, including removing used glasses/cups, rearranging magazines and brochures and replenishing brochures, stationary etc.
Handling all incoming couriers and booking couriers
Organising lunches for Partners & clients meeting
Due diligence paper filing
Returning client documents/paperwork as and when required.
Taking credit card payments
Correspondence filing as and when required
Dealing with partner’s post and redirection of post. Collecting underpaid post from post office. Dealing with franking machine post.
Sending out seasonal and birthday cards for clients and staff as and when required
Ensure professional standards are met. Develop professional relationships with clients and staff within the firm.
Actively manage your self-development and continuing professional education.
Ensure IRIS Practice Management and Virtual Cabinet (VC) is kept up to date in respect of all your assignments.
Undertaking any ad/hoc admin duties as required, providing support to partners/accounts staff.