Client Secretary

The Role

Nigel 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.

Will consider part-time hours.

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.

• 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.